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 | $48,292 | $62,573-22.8% | $85,682-43.6% | $85,850-43.7% |
| Participation rate | 96.7% | 61.1%+35.5pp | 69.9%+26.8pp | 69.3%+27.4pp |
| Annual return | 12.69% | 23.77%-11.1pp | 21.49%-8.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $9,682 | $1,757+451.1% | $2,618+269.8% | $2,565+277.5% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,923-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,054 | $4,640+159.8% | $6,873+75.4% | $6,260+92.6% |