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 4-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 | $37,927 | $40,256-5.8% | $57,343-33.9% | $59,632-36.4% |
| Participation rate | 92.5% | 69.2%+23.3pp | 75.1%+17.4pp | 68.7%+23.8pp |
| Annual return | 5.55% | 27.49%-21.9pp | 24.39%-18.8pp | 2041.28%-2035.7pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,420 | $2,399+84.2% | $3,162+39.8% | $3,192+38.5% |
| Admin fee / account holder | $752 | $2,818-73.3% | $3,356-77.6% | $4,297-82.5% |