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 | $41,946 | $40,256+4.2% | $57,343-26.8% | $59,632-29.7% |
| Participation rate | 94.3% | 69.2%+25.1pp | 75.1%+19.2pp | 68.7%+25.6pp |
| Annual return | 0.88% | 27.49%-26.6pp | 24.39%-23.5pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,505 | $2,399+87.8% | $3,162+42.5% | $3,192+41.2% |
| Admin fee / account holder | $3,786 | $2,818+34.4% | $3,356+12.8% | $4,297-11.9% |