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 | $26,965 | $43,723-38.3% | $121,196-77.8% | $64,186-58.0% |
| Participation rate | 93.1% | 58.3%+34.8pp | 71.7%+21.4pp | 69.6%+23.5pp |
| Annual return | 0.16% | 68.91%-68.8pp | 16.93%-16.8pp | 7.63%-7.5pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,607 | $2,280+14.4% | $3,344-22.0% | $3,470-24.9% |
| Admin fee / account holder | $2,147 | $3,501-38.7% | $5,019-57.2% | $4,888-56.1% |