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 | $35,554 | $75,828-53.1% | $147,614-75.9% | $59,632-40.4% |
| Participation rate | 96.6% | 71.6%+25.0pp | 84.6%+11.9pp | 68.7%+27.9pp |
| Annual return | 1.20% | 0.37%+0.8pp | 61.98%-60.8pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,466 | $3,130-21.2% | $4,895-49.6% | $3,192-22.7% |
| Admin fee / account holder | $2,136 | $5,985-64.3% | $11,611-81.6% | $4,297-50.3% |