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 | $41,104 | $56,897-27.8% | $84,750-51.5% | $62,891-34.6% |
| Participation rate | 96.2% | 68.5%+27.6pp | 76.6%+19.6pp | 69.3%+26.8pp |
| Annual return | 4.81% | 6.30%-1.5pp | 22.78%-18.0pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,128 | $2,709-21.4% | $3,712-42.7% | $3,203-33.5% |
| Admin fee / account holder | $18,901 | $3,581+427.8% | $5,332+254.5% | $4,296+340.0% |