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 4-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 | $44,302 | $102,317-56.7% | $146,958-69.9% | $80,856-45.2% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.2%+0.8pp | 67.6%+15.3pp |
| Annual return | 26.72% | 134.76%-108.0pp | 418.34%-391.6pp | 35.59%-8.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $17,238 | $6,644+159.5% | $8,070+113.6% | $4,296+301.3% |
| Admin fee / account holder | $2,325 | $7,941-70.7% | $12,998-82.1% | $6,918-66.4% |