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 | $35,537 | $56,199-36.8% | $67,652-47.5% | $59,632-40.4% |
| Participation rate | 83.5% | 71.5%+12.1pp | 75.7%+7.9pp | 68.7%+14.9pp |
| Annual return | -0.27% | 18505.31%-18505.6pp | 6625.04%-6625.3pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $669 | $1,614-58.5% | $2,266-70.5% | $2,203-69.6% |
| Participant deferral / active EE | $2,664 | $2,844-6.3% | $3,560-25.2% | $3,192-16.5% |
| Admin fee / account holder | $4,270 | $3,958+7.9% | $4,821-11.4% | $4,297-0.6% |