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 9-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 | $173,272 | $91,190+90.0% | $178,490-2.9% | $79,858+117.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.13% | 24.19%-8.1pp | 151.07%-134.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,015 | $3,256-38.1% | $5,011-59.8% | $2,471-18.4% |
| Participant deferral / active EE | $2,755 | $3,236-14.9% | $5,202-47.0% | $3,740-26.3% |
| Admin fee / account holder | $26,405 | $6,751+291.1% | $13,984+88.8% | $5,306+397.6% |