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 | $49,648 | $57,541-13.7% | $95,745-48.1% | $75,163-33.9% |
| Participation rate | 77.8% | 62.5%+15.3pp | 72.3%+5.5pp | 67.2%+10.6pp |
| Annual return | 16.54% | 34.93%-18.4pp | 28.35%-11.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,948 | $3,074-36.6% | $4,245-54.1% | $4,125-52.8% |
| Admin fee / account holder | $577 | $4,099-85.9% | $5,678-89.8% | $5,651-89.8% |