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 | $42,110 | $65,041-35.3% | $90,951-53.7% | $79,858-47.3% |
| Participation rate | 94.6% | 61.6%+33.0pp | 69.0%+25.6pp | 69.6%+25.0pp |
| Annual return | 18.39% | 30.45%-12.1pp | 134.60%-116.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,617 | $2,512+44.0% | $3,373+7.2% | $3,740-3.3% |
| Admin fee / account holder | $9,749 | $4,536+114.9% | $5,959+63.6% | $5,306+83.7% |