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 | $28,075 | $98,750-71.6% | $149,696-81.2% | $79,858-64.8% |
| Participation rate | 76.2% | 75.8%+0.4pp | 82.5%-6.3pp | 69.6%+6.6pp |
| Annual return | 15.95% | 27.43%-11.5pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,343 | $5,680-5.9% | $6,842-21.9% | $3,740+42.9% |
| Admin fee / account holder | $3,440 | $6,053-43.2% | $9,309-63.0% | $5,306-35.2% |