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 | $37,999 | $88,672-57.1% | $105,223-63.9% | $82,448-53.9% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 15.04% | 30.86%-15.8pp | 180.65%-165.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,356 | $3,048-22.7% | $3,689-36.1% | $2,551-7.6% |
| Participant deferral / active EE | $1,703 | $4,036-57.8% | $5,072-66.4% | $4,139-58.9% |
| Admin fee / account holder | $2,329 | $7,146-67.4% | $8,859-73.7% | $7,234-67.8% |