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 | $19,112 | $51,576-62.9% | $129,207-85.2% | $80,856-76.4% |
| Participation rate | 98.8% | 57.0%+41.8pp | 69.6%+29.2pp | 67.6%+31.1pp |
| Annual return | 12.75% | 20.81%-8.1pp | 9417.33%-9404.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,012 | $1,584-36.1% | $4,153-75.6% | $2,755-63.3% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,872 | $4,305-56.5% | $7,715-75.7% | $6,918-72.9% |