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 | $29,094 | $58,523-50.3% | $99,443-70.7% | $72,985-60.1% |
| Participation rate | 98.3% | 64.6%+33.6pp | 73.8%+24.4pp | 69.5%+28.8pp |
| Annual return | 18.66% | 28.51%-9.9pp | 30.72%-12.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,414 | $2,606+69.4% | $3,619+22.0% | $3,607+22.3% |
| Admin fee / account holder | $307 | $4,102-92.5% | $6,250-95.1% | $5,124-94.0% |