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 | $41,782 | $53,162-21.4% | $91,220-54.2% | $68,494-39.0% |
| Participation rate | 98.6% | 63.2%+35.4pp | 73.2%+25.5pp | 67.9%+30.8pp |
| Annual return | 54.78% | -3.14%+57.9pp | 114.01%-59.2pp | -7.84%+62.6pp |
| Employer contribution / active EE | $2,443 | $1,709+42.9% | $2,850-14.3% | $2,596-5.9% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,418 | $4,493-68.4% | $5,420-73.8% | $5,403-73.8% |