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 | $37,282 | $98,750-62.2% | $149,696-75.1% | $79,858-53.3% |
| Participation rate | 89.1% | 75.8%+13.4pp | 82.5%+6.7pp | 69.6%+19.5pp |
| Annual return | 14.27% | 27.43%-13.2pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,468 | $5,680-38.9% | $6,842-49.3% | $3,740-7.3% |
| Admin fee / account holder | $5,044 | $6,053-16.7% | $9,309-45.8% | $5,306-4.9% |