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 9-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 | $25,438 | $65,041-60.9% | $90,951-72.0% | $79,858-68.1% |
| Participation rate | 82.9% | 61.6%+21.3pp | 69.0%+13.8pp | 69.6%+13.2pp |
| Annual return | 12.10% | 30.45%-18.3pp | 134.60%-122.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,801 | $2,512-28.3% | $3,373-46.6% | $3,740-51.9% |
| Admin fee / account holder | $4,770 | $4,536+5.1% | $5,959-20.0% | $5,306-10.1% |