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 | $44,265 | $71,050-37.7% | $93,606-52.7% | $80,856-45.3% |
| Participation rate | 96.3% | 60.4%+35.9pp | 68.7%+27.6pp | 67.6%+28.7pp |
| Annual return | 11.25% | 11.26%0pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $926 | $1,564-40.8% | $2,420-61.7% | $2,755-66.4% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $876 | $6,945-87.4% | $8,285-89.4% | $6,918-87.3% |