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 | $70,403 | $84,233-16.4% | $170,442-58.7% | $70,131+0.4% |
| Participation rate | 71.8% | 70.8%+1.0pp | 83.6%-11.8pp | 69.5%+2.3pp |
| Annual return | 17.03% | 23.06%-6.0pp | 205.93%-188.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,904 | $3,086+58.9% | $4,939-0.7% | $3,332+47.2% |
| Admin fee / account holder | $24,920 | $5,698+337.4% | $13,880+79.5% | $4,645+436.5% |