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 | $51,604-61.3% | $129,295-84.5% | $80,874-75.3% |
| Participation rate | 90.2% | 57.0%+33.2pp | 69.6%+20.6pp | 67.6%+22.5pp |
| Annual return | 18.66% | 20.76%-2.1pp | 9429.28%-9410.6pp | 35.62%-17.0pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,287 | $2,670+285.3% | $4,169+146.7% | $4,297+139.4% |
| Admin fee / account holder | $3,098 | $4,310-28.1% | $7,665-59.6% | $6,935-55.3% |