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 | $46,006 | $53,127-13.4% | $86,590-46.9% | $70,131-34.4% |
| Participation rate | 73.0% | 65.3%+7.7pp | 73.5%-0.6pp | 69.5%+3.4pp |
| Annual return | 18.86% | 27.66%-8.8pp | 964.84%-946.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,366 | $2,068-33.9% | $2,839-51.9% | $2,342-41.7% |
| Participant deferral / active EE | $2,956 | $2,696+9.7% | $3,609-18.1% | $3,332-11.3% |
| Admin fee / account holder | $3,437 | $3,585-4.1% | $4,906-29.9% | $4,645-26.0% |