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 | $50,570 | $48,795+3.6% | $65,493-22.8% | $84,808-40.4% |
| Participation rate | 73.1% | 67.0%+6.1pp | 73.1%0pp | 68.3%+4.8pp |
| Annual return | 15.64% | 20.20%-4.6pp | 982.45%-966.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $480 | $1,930-75.1% | $2,574-81.4% | $2,631-81.8% |
| Participant deferral / active EE | $2,504 | $2,928-14.5% | $3,961-36.8% | $4,212-40.5% |
| Admin fee / account holder | $2,624 | $3,877-32.3% | $5,028-47.8% | $7,344-64.3% |