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 | $26,481 | $74,927-64.7% | $101,794-74.0% | $84,808-68.8% |
| Participation rate | 79.7% | 61.4%+18.3pp | 69.2%+10.5pp | 68.3%+11.4pp |
| Annual return | 14.65% | 18.70%-4.1pp | 30.53%-15.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,815 | $3,099-9.2% | $4,084-31.1% | $4,212-33.2% |
| Admin fee / account holder | $2,411 | $6,514-63.0% | $8,777-72.5% | $7,344-67.2% |