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 | $46,144 | $58,523-21.2% | $99,443-53.6% | $72,985-36.8% |
| Participation rate | 86.4% | 64.6%+21.7pp | 73.8%+12.5pp | 69.5%+16.9pp |
| Annual return | 20.34% | 28.51%-8.2pp | 30.72%-10.4pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,089 | $2,606-19.9% | $3,619-42.3% | $3,607-42.1% |
| Admin fee / account holder | $10,002 | $4,102+143.8% | $6,250+60.0% | $5,124+95.2% |