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 | $52,915 | $46,553+13.7% | $64,056-17.4% | $75,163-29.6% |
| Participation rate | 82.1% | 65.9%+16.2pp | 72.3%+9.8pp | 67.2%+15.0pp |
| Annual return | 24.81% | 26.03%-1.2pp | 33.69%-8.9pp | 160.62%-135.8pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $872 | $2,837-69.3% | $3,880-77.5% | $4,125-78.9% |
| Admin fee / account holder | $345 | $2,952-88.3% | $3,068-88.8% | $5,651-93.9% |