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 | $26,393 | $52,903-50.1% | $73,307-64.0% | $59,632-55.7% |
| Participation rate | 96.7% | 68.2%+28.4pp | 74.9%+21.8pp | 68.7%+28.0pp |
| Annual return | 0.91% | 12.20%-11.3pp | 5.67%-4.8pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $1,767 | $1,909-7.4% | $3,237-45.4% | $2,203-19.8% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,170 | $3,834-17.3% | $5,637-43.8% | $4,297-26.2% |