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 | $104,645 | $109,881-4.8% | $150,045-30.3% | $84,808+23.4% |
| Participation rate | 70.5% | 76.1%-5.6pp | 82.3%-11.8pp | 68.3%+2.2pp |
| Annual return | 18.42% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $15,002 | $6,636+126.1% | $7,997+87.6% | $4,212+256.2% |
| Admin fee / account holder | $17,893 | $8,568+108.8% | $13,435+33.2% | $7,344+143.7% |