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 | $36,536 | $56,199-35.0% | $67,652-46.0% | $59,632-38.7% |
| Participation rate | 70.5% | 71.5%-1.0pp | 75.7%-5.2pp | 68.7%+1.8pp |
| Annual return | -1.51% | 18505.31%-18506.8pp | 6625.04%-6626.6pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $742 | $1,614-54.1% | $2,266-67.3% | $2,203-66.3% |
| Participant deferral / active EE | $1,508 | $2,844-47.0% | $3,560-57.6% | $3,192-52.7% |
| Admin fee / account holder | $311 | $3,958-92.2% | $4,821-93.6% | $4,297-92.8% |