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 | $39,336 | $53,516-26.5% | $126,539-68.9% | $84,808-53.6% |
| Participation rate | 98.9% | 58.2%+40.7pp | 69.8%+29.1pp | 68.3%+30.6pp |
| Annual return | 14.67% | 58.34%-43.7pp | 425.95%-411.3pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,248 | $2,671+59.1% | $4,083+4.0% | $4,212+0.9% |
| Admin fee / account holder | $1,893 | $4,497-57.9% | $6,065-68.8% | $7,344-74.2% |