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 | $34,342 | $40,256-14.7% | $57,343-40.1% | $59,632-42.4% |
| Participation rate | 96.6% | 69.2%+27.4pp | 75.1%+21.5pp | 68.7%+27.9pp |
| Annual return | 2.13% | 27.49%-25.4pp | 24.39%-22.3pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $1,827 | $1,922-5.0% | $2,689-32.1% | $2,203-17.1% |
| Participant deferral / active EE | $938 | $2,399-60.9% | $3,162-70.3% | $3,192-70.6% |
| Admin fee / account holder | $9,386 | $2,818+233.1% | $3,356+179.7% | $4,297+118.4% |