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 | $36,293 | $46,553-22.0% | $64,056-43.3% | $75,163-51.7% |
| Participation rate | 96.3% | 65.9%+30.4pp | 72.3%+24.0pp | 67.2%+29.1pp |
| Annual return | 16.76% | 26.03%-9.3pp | 33.69%-16.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,181 | $2,837+47.4% | $3,880+7.8% | $4,125+1.4% |
| Admin fee / account holder | $2,498 | $2,952-15.4% | $3,068-18.6% | $5,651-55.8% |