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 | $40,811 | $67,411-39.5% | $91,001-55.2% | $70,131-41.8% |
| Participation rate | 77.6% | 71.4%+6.2pp | 75.6%+1.9pp | 69.5%+8.0pp |
| Annual return | 78.79% | -40.16%+119.0pp | 4.60%+74.2pp | 73.14%+5.7pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $13,444 | $2,823+376.3% | $3,547+279.0% | $3,332+303.5% |
| Admin fee / account holder | $8,626 | $4,236+103.6% | $5,417+59.2% | $4,645+85.7% |