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 | $39,354 | $167,483-76.5% | $115,752-66.0% | $147,584-73.3% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 82.8%-11.4pp |
| Annual return | 13.60% | 12.11%+1.5pp | 19.41%-5.8pp | 578.55%-564.9pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,367 | $7,037+4.7% | $5,204+41.6% | $5,439+35.5% |
| Admin fee / account holder | $26,707 | $13,069+104.4% | $6,278+325.4% | $10,885+145.4% |