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 | $43,538 | $69,207-37.1% | $64,056-32.0% | $139,434-68.8% |
| Participation rate | 70.0% | 75.6%-5.6pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 11.83% | 45.88%-34.1pp | 33.69%-21.9pp | 372.94%-361.1pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,600 | $4,682-65.8% | $3,880-58.8% | $6,710-76.2% |
| Admin fee / account holder | $1,866 | $4,244-56.0% | $3,068-39.2% | $11,403-83.6% |