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 | $46,323 | $85,202-45.6% | $172,739-73.2% | $72,985-36.5% |
| Participation rate | 86.0% | 70.1%+15.9pp | 82.6%+3.4pp | 69.5%+16.5pp |
| Annual return | 21.93% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,773 | $3,260-14.9% | $5,198-46.6% | $3,607-23.1% |
| Admin fee / account holder | $7,896 | $5,884+34.2% | $13,954-43.4% | $5,124+54.1% |