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 | $47,912 | $99,079-51.6% | $77,999-38.6% | $273,961-82.5% |
| Participation rate | 73.9% | 78.6%-4.7pp | 75.5%-1.6pp | 83.0%-9.1pp |
| Annual return | 7.93% | 217.93%-210.0pp | 425.96%-418.0pp | 41.45%-33.5pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,156 | $4,306-49.9% | $3,497-38.3% | $5,287-59.2% |
| Admin fee / account holder | $10,535 | $8,954+17.7% | $5,480+92.2% | $10,132+4.0% |