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 | $32,890 | $53,822-38.9% | $75,696-56.5% | $85,850-61.7% |
| Participation rate | 97.4% | 69.1%+28.3pp | 74.8%+22.5pp | 69.3%+28.1pp |
| Annual return | 15.41% | 24.54%-9.1pp | 104.53%-89.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,703 | $2,017+83.6% | $2,743+35.0% | $2,565+44.3% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,093 | $3,343-67.3% | $3,619-69.8% | $6,260-82.5% |