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 | $41,721 | $81,208-48.6% | $98,907-57.8% | $79,858-47.8% |
| Participation rate | 78.6% | 72.5%+6.1pp | 76.0%+2.5pp | 69.6%+8.9pp |
| Annual return | 14.39% | 60.99%-46.6pp | 196.43%-182.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $860 | $1,960-56.1% | $2,689-68.0% | $2,471-65.2% |
| Participant deferral / active EE | $2,380 | $3,265-27.1% | $4,244-43.9% | $3,740-36.4% |
| Admin fee / account holder | $1,190 | $6,013-80.2% | $6,642-82.1% | $5,306-77.6% |