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 | $25,616 | $56,053-54.3% | $75,972-66.3% | $80,856-68.3% |
| Participation rate | 91.4% | 62.0%+29.4pp | 69.1%+22.4pp | 67.6%+23.8pp |
| Annual return | 11.91% | 20.53%-8.6pp | 359.55%-347.6pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,219 | $1,874+18.4% | $2,685-17.4% | $2,755-19.5% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $455 | $5,234-91.3% | $6,467-93.0% | $6,918-93.4% |