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 | $55,691 | $87,037-36.0% | $106,201-47.6% | $80,874-31.1% |
| Participation rate | 95.7% | 70.4%+25.3pp | 75.3%+20.4pp | 67.6%+28.1pp |
| Annual return | 13.70% | 17.05%-3.4pp | 116.26%-102.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,779 | $3,986-30.3% | $5,012-44.6% | $4,297-35.3% |
| Admin fee / account holder | $4,440 | $8,434-47.4% | $11,039-59.8% | $6,935-36.0% |