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 | $24,534 | $99,652-75.4% | $78,778-68.9% | $147,584-83.4% |
| Participation rate | 81.0% | 76.2%+4.7pp | 69.2%+11.8pp | 82.8%-1.9pp |
| Annual return | 41.31% | 47.28%-6.0pp | 35.62%+5.7pp | 578.55%-537.2pp |
| Employer contribution / active EE | $2,381 | $2,796-14.8% | $1,986+19.9% | $4,876-51.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,600 | $7,155-77.6% | $5,134-68.8% | $10,885-85.3% |