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 | $11,394 | $60,022-81.0% | $88,946-87.2% | $84,808-86.6% |
| Participation rate | 96.2% | 57.8%+38.4pp | 68.8%+27.4pp | 68.3%+27.9pp |
| Annual return | 20.09% | 22.43%-2.3pp | 57.82%-37.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,581 | $1,703-7.1% | $2,555-38.1% | $2,631-39.9% |
| Participant deferral / active EE | $4,542 | $3,114+45.9% | $4,581-0.9% | $4,212+7.8% |
| Admin fee / account holder | $348 | $4,811-92.8% | $8,261-95.8% | $7,344-95.3% |