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 7-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 | $48,758 | $40,256+21.1% | $57,343-15.0% | $59,632-18.2% |
| Participation rate | 86.7% | 69.2%+17.5pp | 75.1%+11.6pp | 68.7%+18.0pp |
| Annual return | 1.11% | 27.49%-26.4pp | 24.39%-23.3pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,843 | $2,399+18.5% | $3,162-10.1% | $3,192-10.9% |
| Admin fee / account holder | $8,020 | $2,818+184.6% | $3,356+139.0% | $4,297+86.6% |