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 | $49,811 | $118,450-57.9% | $98,439-49.4% | $139,434-64.3% |
| Participation rate | 77.3% | 77.4%-0.2pp | 75.2%+2.1pp | 80.3%-3.0pp |
| Annual return | 20.49% | 18.94%+1.6pp | 21.16%-0.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,434 | $5,392-54.9% | $4,738-48.6% | $6,710-63.7% |
| Admin fee / account holder | $5,259 | $14,026-62.5% | $8,948-41.2% | $11,403-53.9% |