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 | $47,315 | $45,035+5.1% | $62,995-24.9% | $70,131-32.5% |
| Participation rate | 80.6% | 69.5%+11.1pp | 74.8%+5.8pp | 69.5%+11.1pp |
| Annual return | 17.23% | 18.76%-1.5pp | 87.57%-70.3pp | 73.14%-55.9pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,773 | $2,465+12.5% | $3,329-16.7% | $3,332-16.8% |
| Admin fee / account holder | $828 | $2,834-70.8% | $3,600-77.0% | $4,645-82.2% |