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 9-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 | $28,554 | $87,013-67.2% | $106,213-73.1% | $80,856-64.7% |
| Participation rate | 70.7% | 70.4%+0.3pp | 75.3%-4.6pp | 67.6%+3.1pp |
| Annual return | 12.96% | 17.05%-4.1pp | 116.14%-103.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,038 | $2,395-56.7% | $3,171-67.3% | $2,755-62.3% |
| Participant deferral / active EE | $3,372 | $3,986-15.4% | $5,016-32.8% | $4,296-21.5% |
| Admin fee / account holder | $21,276 | $8,431+152.3% | $11,033+92.8% | $6,918+207.5% |