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 6-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 | $31,237 | $108,919-71.3% | $100,391-68.9% | $145,922-78.6% |
| Participation rate | 93.8% | 82.9%+10.8pp | 81.5%+12.3pp | 80.3%+13.5pp |
| Annual return | 13.09% | 57.88%-44.8pp | 49.20%-36.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $14,733 | $8,445+74.5% | $8,082+82.3% | $6,688+120.3% |
| Admin fee / account holder | $13,549 | $9,689+39.8% | $7,899+71.5% | $13,397+1.1% |