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 | $55,736 | $104,251-46.5% | $91,001-38.8% | $147,584-62.2% |
| Participation rate | 88.2% | 78.2%+10.0pp | 75.6%+12.6pp | 82.8%+5.4pp |
| Annual return | 15.99% | 27.06%-11.1pp | 4.60%+11.4pp | 578.55%-562.6pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,547-100.0% | $5,439-100.0% |
| Admin fee / account holder | $307 | $8,948-96.6% | $5,417-94.3% | $10,885-97.2% |