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 | $37,306 | $48,230-22.7% | $67,502-44.7% | $80,856-53.9% |
| Participation rate | 86.0% | 66.4%+19.7pp | 72.9%+13.2pp | 67.6%+18.4pp |
| Annual return | 14.43% | 18.28%-3.8pp | 3512.12%-3497.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,814 | $2,020-10.2% | $2,731-33.6% | $2,755-34.2% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,521 | $3,681+22.8% | $3,998+13.1% | $6,918-34.6% |