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 | $71,210 | $95,416-25.4% | $185,823-61.7% | $85,850-17.1% |
| Participation rate | 95.5% | 68.8%+26.7pp | 81.7%+13.8pp | 69.3%+26.1pp |
| Annual return | 24.67% | 23.59%+1.1pp | 122.05%-97.4pp | 318.53%-293.9pp |
| Employer contribution / active EE | $1,748 | $3,314-47.3% | $5,167-66.2% | $2,565-31.9% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,540 | $7,213+73.9% | $16,237-22.8% | $6,260+100.3% |