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 | $22,380 | $58,208-61.6% | $81,812-72.6% | $80,856-72.3% |
| Participation rate | 92.6% | 63.4%+29.2pp | 72.3%+20.2pp | 67.6%+25.0pp |
| Annual return | 11.49% | 41.66%-30.2pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,011 | $3,281-69.2% | $4,319-76.6% | $4,296-76.5% |
| Admin fee / account holder | $2,192 | $4,981-56.0% | $7,386-70.3% | $6,918-68.3% |