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 | $134,256 | $108,825+23.4% | $156,181-14.0% | $82,448+62.8% |
| Participation rate | 82.0% | 72.4%+9.6pp | 78.8%+3.2pp | 68.1%+13.9pp |
| Annual return | 15.55% | 20.59%-5.0pp | 64.87%-49.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,301 | $4,577-27.9% | $6,132-46.2% | $4,139-20.3% |
| Admin fee / account holder | $3,340 | $9,341-64.2% | $14,586-77.1% | $7,234-53.8% |