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 | $23,593 | $48,230-51.1% | $67,502-65.0% | $80,856-70.8% |
| Participation rate | 96.8% | 66.4%+30.4pp | 72.9%+23.9pp | 67.6%+29.2pp |
| Annual return | 15.62% | 18.28%-2.7pp | 3512.12%-3496.5pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,304 | $2,020+14.1% | $2,731-15.6% | $2,755-16.4% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,290 | $3,681-65.0% | $3,998-67.7% | $6,918-81.4% |