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 | $34,568 | $45,152-23.4% | $73,843-53.2% | $59,632-42.0% |
| Participation rate | 96.7% | 64.0%+32.6pp | 73.4%+23.2pp | 68.7%+28.0pp |
| Annual return | 0.43% | 27.40%-27.0pp | 2267.84%-2267.4pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,636 | $1,902-14.0% | $2,787-41.3% | $2,203-25.7% |
| Participant deferral / active EE | $2,289 | $2,574-11.1% | $3,583-36.1% | $3,192-28.3% |
| Admin fee / account holder | $1,607 | $3,516-54.3% | $4,880-67.1% | $4,297-62.6% |