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 | $30,600 | $63,924-52.1% | $108,579-71.8% | $55,167-44.5% |
| Participation rate | 77.1% | 74.3%+2.8pp | 79.6%-2.5pp | 69.0%+8.1pp |
| Annual return | 7.32% | 15.31%-8.0pp | -51.70%+59.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $636 | $1,879-66.2% | $3,758-83.1% | $1,963-67.6% |
| Participant deferral / active EE | $2,310 | $3,067-24.7% | $4,311-46.4% | $3,054-24.4% |
| Admin fee / account holder | $4,271 | $618+591.5% | $7,645-44.1% | $504+747.6% |