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 | $50,391 | $123,793-59.3% | $177,821-71.7% | $79,858-36.9% |
| Participation rate | 71.4% | 84.7%-13.2pp | 87.7%-16.3pp | 69.6%+1.8pp |
| Annual return | 36.89% | 22.82%+14.1pp | 48.32%-11.4pp | 31.71%+5.2pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,119 | $5,956+2.7% | $7,714-20.7% | $3,740+63.6% |
| Admin fee / account holder | $1,833 | $7,243-74.7% | $12,427-85.3% | $5,306-65.5% |