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 | $22,429 | $34,308-34.6% | $74,701-70.0% | $72,985-69.3% |
| Participation rate | 94.2% | 42.4%+51.8pp | 54.5%+39.8pp | 69.5%+24.7pp |
| Annual return | 20.20% | 26.58%-6.4pp | 752.92%-732.7pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,923 | $692+178.1% | $1,084+77.5% | $2,440-21.2% |
| Participant deferral / active EE | $0 | $1,271-100.0% | $1,964-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,134 | $2,124+0.5% | $3,333-36.0% | $5,124-58.4% |