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 | $35,531 | $105,859-66.4% | $90,160-60.6% | $147,584-75.9% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.1pp | 82.8%-10.1pp |
| Annual return | 17.58% | 37.63%-20.0pp | 34.88%-17.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,681 | $5,733-53.2% | $5,288-49.3% | $5,439-50.7% |
| Admin fee / account holder | $818 | $8,046-89.8% | $5,943-86.2% | $10,885-92.5% |