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 | $20,012 | $29,319-31.7% | $52,425-61.8% | $82,448-75.7% |
| Participation rate | 79.2% | 46.9%+32.3pp | 55.6%+23.5pp | 68.1%+11.1pp |
| Annual return | 17.70% | 535.20%-517.5pp | 302.12%-284.4pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,527 | $586+501.5% | $914+285.8% | $2,551+38.3% |
| Participant deferral / active EE | $1,117 | $1,171-4.6% | $1,790-37.6% | $4,139-73.0% |
| Admin fee / account holder | $1,267 | $1,962-35.4% | $2,495-49.2% | $7,234-82.5% |