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 | $52,868 | $79,944-33.9% | $98,439-46.3% | $75,163-29.7% |
| Participation rate | 80.6% | 70.4%+10.2pp | 75.2%+5.4pp | 67.2%+13.4pp |
| Annual return | 14.17% | 19.75%-5.6pp | 21.16%-7.0pp | 160.62%-146.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,729 | $3,752-27.3% | $4,738-42.4% | $4,125-33.9% |
| Admin fee / account holder | $4,344 | $6,840-36.5% | $8,948-51.5% | $5,651-23.1% |