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 | $59,145 | $58,234+1.6% | $81,783-27.7% | $80,874-26.9% |
| Participation rate | 97.4% | 63.4%+34.0pp | 72.4%+25.1pp | 67.6%+29.8pp |
| Annual return | 14.14% | 41.70%-27.6pp | 775.05%-760.9pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,547 | $2,341-33.9% | $2,913-46.9% | $2,756-43.9% |
| Participant deferral / active EE | $2,436 | $3,283-25.8% | $4,320-43.6% | $4,297-43.3% |
| Admin fee / account holder | $11,109 | $4,982+123.0% | $7,380+50.5% | $6,935+60.2% |