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 | $62,853 | $118,450-46.9% | $98,439-36.2% | $139,434-54.9% |
| Participation rate | 70.6% | 77.4%-6.8pp | 75.2%-4.6pp | 80.3%-9.7pp |
| Annual return | 18.69% | 18.94%-0.2pp | 21.16%-2.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,637 | $5,392-32.6% | $4,738-23.2% | $6,710-45.8% |
| Admin fee / account holder | $586 | $14,026-95.8% | $8,948-93.4% | $11,403-94.9% |