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 | $21,169 | $45,073-53.0% | $69,455-69.5% | $72,985-71.0% |
| Participation rate | 97.7% | 68.5%+29.2pp | 74.6%+23.1pp | 69.5%+28.2pp |
| Annual return | 28.36% | 22.65%+5.7pp | 28.97%-0.6pp | 81.00%-52.6pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,197 | $2,602+99.8% | $3,535+47.0% | $3,607+44.1% |
| Admin fee / account holder | $2,077 | $3,056-32.0% | $3,839-45.9% | $5,124-59.5% |