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 | $46,382 | $39,122+18.6% | $57,179-18.9% | $62,891-26.3% |
| Participation rate | 97.2% | 70.5%+26.7pp | 75.3%+21.8pp | 69.3%+27.9pp |
| Annual return | 2.70% | 9.23%-6.5pp | 14.59%-11.9pp | 20.14%-17.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,959 | $2,374+24.7% | $3,096-4.4% | $3,203-7.6% |
| Admin fee / account holder | $726 | $2,592-72.0% | $3,139-76.9% | $4,296-83.1% |