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 | $42,692 | $48,795-12.5% | $65,493-34.8% | $84,808-49.7% |
| Participation rate | 84.1% | 67.0%+17.1pp | 73.1%+11.0pp | 68.3%+15.8pp |
| Annual return | 15.64% | 20.20%-4.6pp | 982.45%-966.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,888 | $1,930-2.2% | $2,574-26.7% | $2,631-28.2% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,882 | $3,877-51.5% | $5,028-62.6% | $7,344-74.4% |