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 | $29,675 | $46,732-36.5% | $156,549-81.0% | $55,167-46.2% |
| Participation rate | 97.6% | 65.8%+31.8pp | 84.0%+13.6pp | 69.0%+28.6pp |
| Annual return | 11.52% | 17.72%-6.2pp | 32.23%-20.7pp | 169.23%-157.7pp |
| Employer contribution / active EE | $574 | $2,105-72.7% | $5,501-89.6% | $1,963-70.8% |
| Participant deferral / active EE | $2,055 | $2,204-6.8% | $4,871-57.8% | $3,054-32.7% |
| Admin fee / account holder | $1,536 | $418+267.0% | $13,027-88.2% | $504+204.7% |