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 3-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 | $45,531 | $58,208-21.8% | $81,812-44.3% | $80,856-43.7% |
| Participation rate | 79.3% | 63.4%+15.9pp | 72.3%+7.0pp | 67.6%+11.7pp |
| Annual return | 28.06% | 41.66%-13.6pp | 773.79%-745.7pp | 35.59%-7.5pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,037 | $3,281-7.4% | $4,319-29.7% | $4,296-29.3% |
| Admin fee / account holder | $24,966 | $4,981+401.2% | $7,386+238.0% | $6,918+260.9% |