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 3-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 | $22,845 | $84,527-73.0% | $67,711-66.3% | $125,391-81.8% |
| Participation rate | 86.7% | 74.8%+11.9pp | 67.5%+19.1pp | 83.2%+3.5pp |
| Annual return | 1.27% | 2.57%-1.3pp | 25.41%-24.1pp | 282.22%-281.0pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,542 | $4,429-65.2% | $3,585-57.0% | $5,352-71.2% |
| Admin fee / account holder | $17,387 | $5,340+225.6% | $4,255+308.7% | $9,540+82.2% |