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 8-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 | $28,621 | $53,777-46.8% | $134,143-78.7% | $79,858-64.2% |
| Participation rate | 81.4% | 58.8%+22.6pp | 72.2%+9.2pp | 69.6%+11.8pp |
| Annual return | 16.64% | 19.01%-2.4pp | 36.33%-19.7pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,663 | $2,420-31.3% | $3,499-52.5% | $3,740-55.5% |
| Admin fee / account holder | $1,895 | $3,984-52.4% | $6,684-71.7% | $5,306-64.3% |