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 | $33,901 | $84,233-59.8% | $170,442-80.1% | $70,131-51.7% |
| Participation rate | 91.1% | 70.8%+20.3pp | 83.6%+7.5pp | 69.5%+21.6pp |
| Annual return | 16.82% | 23.06%-6.2pp | 205.93%-189.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,111 | $3,387-67.2% | $5,433-79.5% | $2,342-52.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,449 | $5,698-74.6% | $13,880-89.6% | $4,645-68.8% |