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 | $59,723 | $81,208-26.5% | $98,907-39.6% | $79,858-25.2% |
| Participation rate | 76.0% | 72.5%+3.5pp | 76.0%0pp | 69.6%+6.4pp |
| Annual return | 16.81% | 60.99%-44.2pp | 196.43%-179.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $724 | $1,960-63.0% | $2,689-73.1% | $2,471-70.7% |
| Participant deferral / active EE | $2,700 | $3,265-17.3% | $4,244-36.4% | $3,740-27.8% |
| Admin fee / account holder | $60,688 | $6,013+909.3% | $6,642+813.8% | $5,306+1043.7% |