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 | $29,023 | $99,079-70.7% | $77,999-62.8% | $273,961-89.4% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.5%+1.4pp | 83.0%-6.1pp |
| Annual return | 7.40% | 217.93%-210.5pp | 425.96%-418.6pp | 41.45%-34.1pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,467 | $4,306-19.5% | $3,497-0.8% | $5,287-34.4% |
| Admin fee / account holder | $3,649 | $8,954-59.3% | $5,480-33.4% | $10,132-64.0% |