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 | $27,688 | $165,912-83.3% | $122,332-77.4% | $147,584-81.2% |
| Participation rate | 95.5% | 79.6%+15.9pp | 71.6%+23.8pp | 82.8%+12.6pp |
| Annual return | 11.58% | 34.55%-23.0pp | 30.27%-18.7pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,986 | $5,754-48.1% | $4,050-26.3% | $4,876-38.8% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $314 | $7,424-95.8% | $5,478-94.3% | $10,885-97.1% |