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 | $50,610 | $72,177-29.9% | $115,037-56.0% | $59,632-15.1% |
| Participation rate | 89.3% | 72.6%+16.7pp | 81.4%+7.9pp | 68.7%+20.6pp |
| Annual return | 6.36% | 12.02%-5.7pp | 26.14%-19.8pp | 2041.28%-2034.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,935 | $4,783-38.6% | $6,026-51.3% | $3,192-8.1% |
| Admin fee / account holder | $7,406 | $4,927+50.3% | $8,175-9.4% | $4,297+72.4% |