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 9-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 | $24,155 | $54,762-55.9% | $90,281-73.2% | $72,985-66.9% |
| Participation rate | 83.3% | 65.1%+18.2pp | 73.3%+10.1pp | 69.5%+13.8pp |
| Annual return | 23.08% | 30.63%-7.5pp | 78.10%-55.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $6,602 | $2,092+215.5% | $2,854+131.3% | $2,440+170.6% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $13,277 | $3,972+234.3% | $5,351+148.1% | $5,124+159.1% |