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 | $28,821 | $78,422-63.2% | $95,952-70.0% | $79,858-63.9% |
| Participation rate | 81.3% | 73.5%+7.8pp | 77.1%+4.2pp | 69.6%+11.6pp |
| Annual return | 11.68% | 19.37%-7.7pp | 91.61%-79.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,703 | $3,440-50.5% | $4,167-59.1% | $3,740-54.5% |
| Admin fee / account holder | $675 | $5,622-88.0% | $6,795-90.1% | $5,306-87.3% |