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 | $24,748 | $56,199-56.0% | $67,652-63.4% | $59,632-58.5% |
| Participation rate | 85.7% | 71.5%+14.2pp | 75.7%+10.1pp | 68.7%+17.0pp |
| Annual return | 0.33% | 18505.31%-18505.0pp | 6625.04%-6624.7pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,515 | $2,844-46.7% | $3,560-57.5% | $3,192-52.5% |
| Admin fee / account holder | $2,422 | $3,958-38.8% | $4,821-49.8% | $4,297-43.6% |