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 | $66,146 | $85,202-22.4% | $172,739-61.7% | $72,985-9.4% |
| Participation rate | 94.3% | 70.1%+24.3pp | 82.6%+11.7pp | 69.5%+24.9pp |
| Annual return | 19.28% | 27.32%-8.0pp | 802.84%-783.6pp | 81.00%-61.7pp |
| Employer contribution / active EE | $3,154 | $3,324-5.1% | $5,143-38.7% | $2,440+29.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $11,698 | $5,884+98.8% | $13,954-16.2% | $5,124+128.3% |