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 | $29,138 | $45,152-35.5% | $73,843-60.5% | $59,632-51.1% |
| Participation rate | 80.8% | 64.0%+16.7pp | 73.4%+7.3pp | 68.7%+12.1pp |
| Annual return | 1.07% | 27.40%-26.3pp | 2267.84%-2266.8pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,729 | $2,574-32.8% | $3,583-51.8% | $3,192-45.8% |
| Admin fee / account holder | $1,443 | $3,516-58.9% | $4,880-70.4% | $4,297-66.4% |