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 | $69,301 | $148,978-53.5% | $200,582-65.5% | $84,808-18.3% |
| Participation rate | 93.7% | 84.2%+9.4pp | 86.9%+6.8pp | 68.3%+25.3pp |
| Annual return | 24.99% | 28.16%-3.2pp | 42.33%-17.3pp | 40.90%-15.9pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,148 | $7,142-41.9% | $9,331-55.5% | $4,212-1.5% |
| Admin fee / account holder | $8,915 | $13,977-36.2% | $16,305-45.3% | $7,344+21.4% |