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 | $69,043 | $111,754-38.2% | $103,333-33.2% | $145,922-52.7% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 13.56% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,603 | $4,212-61.9% | $3,868-58.6% | $4,660-65.6% |
| Participant deferral / active EE | $3,934 | $5,619-30.0% | $5,057-22.2% | $6,688-41.2% |
| Admin fee / account holder | $24,058 | $9,750+146.7% | $8,355+188.0% | $13,397+79.6% |