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 | $39,651 | $46,553-14.8% | $64,056-38.1% | $75,163-47.2% |
| Participation rate | 95.5% | 65.9%+29.5pp | 72.3%+23.2pp | 67.2%+28.3pp |
| Annual return | 13.39% | 26.03%-12.6pp | 33.69%-20.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $828 | $1,974-58.0% | $2,747-69.9% | $2,670-69.0% |
| Participant deferral / active EE | $2,312 | $2,837-18.5% | $3,880-40.4% | $4,125-44.0% |
| Admin fee / account holder | $3,051 | $2,952+3.3% | $3,068-0.6% | $5,651-46.0% |