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 | $42,724 | $48,230-11.4% | $67,502-36.7% | $80,856-47.2% |
| Participation rate | 95.7% | 66.4%+29.3pp | 72.9%+22.8pp | 67.6%+28.0pp |
| Annual return | 13.72% | 18.28%-4.6pp | 3512.12%-3498.4pp | 35.59%-21.9pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,060 | $2,924+4.7% | $4,000-23.5% | $4,296-28.8% |
| Admin fee / account holder | $1,709 | $3,681-53.6% | $3,998-57.2% | $6,918-75.3% |