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 9-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 | $32,170 | $45,073-28.6% | $69,455-53.7% | $72,985-55.9% |
| Participation rate | 97.0% | 68.5%+28.5pp | 74.6%+22.4pp | 69.5%+27.5pp |
| Annual return | 16.01% | 22.65%-6.6pp | 28.97%-13.0pp | 81.00%-65.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,573 | $2,602-1.1% | $3,535-27.2% | $3,607-28.7% |
| Admin fee / account holder | $9,296 | $3,056+204.2% | $3,839+142.1% | $5,124+81.4% |