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 | $31,730 | $105,630-70.0% | $87,507-63.7% | $273,961-88.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.54% | 12.25%-7.7pp | 12.21%-7.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,727 | $3,141-45.0% | $2,550-32.2% | $4,869-64.5% |
| Participant deferral / active EE | $4,855 | $3,601+34.8% | $3,149+54.2% | $5,287-8.2% |
| Admin fee / account holder | $385 | $4,781-91.9% | $4,221-90.9% | $10,132-96.2% |