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 | $41,862 | $95,971-56.4% | $74,550-43.8% | $135,375-69.1% |
| Participation rate | 70.0% | 75.7%-5.7pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | 0.77% | 56.96%-56.2pp | 32.53%-31.8pp | 519.73%-519.0pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,014 | $3,843-73.6% | $3,108-67.4% | $5,609-81.9% |
| Admin fee / account holder | $76,604 | $6,522+1074.6% | $5,060+1414.0% | $10,827+607.5% |