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 8-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 | $59,904 | $62,573-4.3% | $85,682-30.1% | $85,850-30.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 13.51% | 23.77%-10.3pp | 21.49%-8.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $14,881 | $1,757+747.1% | $2,618+468.4% | $2,565+480.1% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,515 | $4,640+126.6% | $6,873+53.0% | $6,260+68.0% |