See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,373 | $45,152+16.0% | $73,843-29.1% | $59,632-12.2% |
| Participation rate | 71.4% | 64.0%+7.4pp | 73.4%-2.0pp | 68.7%+2.8pp |
| Annual return | -0.46% | 27.40%-27.9pp | 2267.84%-2268.3pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $492 | $1,902-74.1% | $2,787-82.4% | $2,203-77.7% |
| Participant deferral / active EE | $1,303 | $2,574-49.4% | $3,583-63.6% | $3,192-59.2% |
| Admin fee / account holder | $22,673 | $3,516+544.8% | $4,880+364.6% | $4,297+427.7% |