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 | $55,570 | $76,552-27.4% | $123,892-55.1% | $62,891-11.6% |
| Participation rate | 70.3% | 73.0%-2.7pp | 81.4%-11.1pp | 69.3%+1.0pp |
| Annual return | 5.86% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,796 | $4,840-0.9% | $5,984-19.9% | $3,203+49.7% |
| Admin fee / account holder | $17,274 | $4,826+258.0% | $8,357+106.7% | $4,296+302.1% |