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 | $41,077 | $102,966-60.1% | $90,281-54.5% | $152,861-73.1% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.4%-9.1pp |
| Annual return | 20.48% | 95.16%-74.7pp | 78.10%-57.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,681 | $4,281-60.7% | $3,885-56.7% | $5,850-71.3% |
| Admin fee / account holder | $632 | $6,171-89.8% | $5,351-88.2% | $11,596-94.6% |