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 | $38,554 | $87,166-55.8% | $76,735-49.8% | $137,256-71.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.00% | 26.50%-14.5pp | 29.77%-17.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $734 | $2,904-74.7% | $2,454-70.1% | $4,156-82.4% |
| Participant deferral / active EE | $2,273 | $4,726-51.9% | $4,088-44.4% | $6,407-64.5% |
| Admin fee / account holder | $15,045 | $8,403+79.0% | $7,189+109.3% | $12,270+22.6% |