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 | $29,628 | $65,703-54.9% | $94,224-68.6% | $59,632-50.3% |
| Participation rate | 90.5% | 72.1%+18.4pp | 78.8%+11.7pp | 68.7%+21.8pp |
| Annual return | -0.83% | 5.22%-6.0pp | 10.68%-11.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,728 | $2,021-14.5% | $3,587-51.8% | $2,203-21.6% |
| Participant deferral / active EE | $3,460 | $3,143+10.1% | $4,320-19.9% | $3,192+8.4% |
| Admin fee / account holder | $379 | $4,264-91.1% | $6,269-94.0% | $4,297-91.2% |