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 | $18,463 | $27,641-33.2% | $61,373-69.9% | $68,494-73.0% |
| Participation rate | 93.3% | 39.5%+53.8pp | 52.6%+40.8pp | 67.9%+25.4pp |
| Annual return | 55.34% | -13.24%+68.6pp | 338.61%-283.3pp | -7.84%+63.2pp |
| Employer contribution / active EE | $2,833 | $695+307.4% | $1,159+144.4% | $2,596+9.1% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $2,125-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,719 | $2,010-14.5% | $2,130-19.3% | $5,403-68.2% |