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 | $43,640 | $61,605-29.2% | $112,229-61.1% | $75,163-41.9% |
| Participation rate | 95.2% | 61.7%+33.6pp | 72.4%+22.8pp | 67.2%+28.0pp |
| Annual return | 16.21% | 28.47%-12.3pp | 30.20%-14.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,633 | $3,108+49.1% | $4,798-3.4% | $4,125+12.3% |
| Admin fee / account holder | $4,249 | $4,862-12.6% | $7,748-45.2% | $5,651-24.8% |