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 | $42,725 | $39,122+9.2% | $57,179-25.3% | $62,891-32.1% |
| Participation rate | 89.7% | 70.5%+19.2pp | 75.3%+14.4pp | 69.3%+20.4pp |
| Annual return | 6.75% | 9.23%-2.5pp | 14.59%-7.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,670 | $2,374+96.7% | $3,096+50.8% | $3,203+45.8% |
| Admin fee / account holder | $958 | $2,592-63.0% | $3,139-69.5% | $4,296-77.7% |