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 | $32,643 | $70,756-53.9% | $65,493-50.2% | $142,382-77.1% |
| Participation rate | 94.1% | 77.4%+16.7pp | 73.1%+21.0pp | 80.1%+14.0pp |
| Annual return | 12.40% | 1754.89%-1742.5pp | 982.45%-970.0pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,731 | $2,881-39.9% | $2,574-32.8% | $4,299-59.7% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2,940 | $6,559-55.2% | $5,028-41.5% | $12,624-76.7% |