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 | $78,527 | $158,817-50.6% | $121,196-35.2% | $135,375-42.0% |
| Participation rate | 81.8% | 79.3%+2.5pp | 71.7%+10.1pp | 82.6%-0.8pp |
| Annual return | 8.28% | -0.64%+8.9pp | 16.93%-8.7pp | 519.73%-511.5pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,858 | $4,005-53.6% | $3,344-44.5% | $5,609-66.9% |
| Admin fee / account holder | $1,813 | $6,512-72.2% | $5,019-63.9% | $10,827-83.3% |