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 | $15,944 | $29,660-46.2% | $56,411-71.7% | $80,856-80.3% |
| Participation rate | 85.7% | 41.6%+44.1pp | 52.5%+33.2pp | 67.6%+18.1pp |
| Annual return | 19.81% | 35.23%-15.4pp | 1701.33%-1681.5pp | 35.59%-15.8pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,164 | $1,226-5.0% | $1,952-40.3% | $4,296-72.9% |
| Admin fee / account holder | $3,996 | $2,428+64.6% | $2,829+41.3% | $6,918-42.2% |