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 3-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 | $19,989 | $51,576-61.2% | $129,207-84.5% | $80,856-75.3% |
| Participation rate | 90.2% | 57.0%+33.2pp | 69.6%+20.6pp | 67.6%+22.6pp |
| Annual return | 18.66% | 20.81%-2.2pp | 9417.33%-9398.7pp | 35.59%-16.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,287 | $2,669+285.5% | $4,168+146.8% | $4,296+139.5% |
| Admin fee / account holder | $3,098 | $4,305-28.0% | $7,715-59.8% | $6,918-55.2% |