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 | $35,834 | $47,479-24.5% | $62,929-43.1% | $82,448-56.5% |
| Participation rate | 97.3% | 66.9%+30.4pp | 73.1%+24.2pp | 68.1%+29.2pp |
| Annual return | 11.63% | 20.34%-8.7pp | 1063.93%-1052.3pp | 41.64%-30.0pp |
| Employer contribution / active EE | $708 | $1,885-62.4% | $2,505-71.7% | $2,551-72.2% |
| Participant deferral / active EE | $2,913 | $2,870+1.5% | $3,888-25.1% | $4,139-29.6% |
| Admin fee / account holder | $16,329 | $3,804+329.3% | $5,065+222.4% | $7,234+125.7% |