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 | $41,794 | $96,635-56.8% | $86,612-51.7% | $139,434-70.0% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 13.89% | 106.41%-92.5pp | 591.07%-577.2pp | 372.94%-359.1pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,678 | $4,836+58.8% | $4,438+73.0% | $6,710+14.4% |
| Admin fee / account holder | $2,843 | $6,408-55.6% | $5,614-49.4% | $11,403-75.1% |