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 | $43,400 | $71,050-38.9% | $93,606-53.6% | $80,856-46.3% |
| Participation rate | 95.9% | 60.4%+35.5pp | 68.7%+27.2pp | 67.6%+28.3pp |
| Annual return | 11.36% | 11.26%+0.1pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $687 | $1,564-56.0% | $2,420-71.6% | $2,755-75.0% |
| Participant deferral / active EE | $4,198 | $4,034+4.1% | $4,411-4.8% | $4,296-2.3% |
| Admin fee / account holder | $1,126 | $6,945-83.8% | $8,285-86.4% | $6,918-83.7% |