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 | $64,876 | $78,485-17.3% | $106,213-38.9% | $74,495-12.9% |
| Participation rate | 77.0% | 72.8%+4.2pp | 75.3%+1.7pp | 67.2%+9.8pp |
| Annual return | 11.39% | 15.95%-4.6pp | 116.14%-104.7pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,404 | $2,523-44.3% | $3,171-55.7% | $2,623-46.5% |
| Participant deferral / active EE | $2,424 | $4,322-43.9% | $5,016-51.7% | $4,346-44.2% |
| Admin fee / account holder | $15,140 | $2,232+578.4% | $11,033+37.2% | $1,942+679.7% |