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 | $51,147 | $48,230+6.0% | $67,502-24.2% | $80,856-36.7% |
| Participation rate | 88.9% | 66.4%+22.5pp | 72.9%+16.0pp | 67.6%+21.3pp |
| Annual return | 11.41% | 18.28%-6.9pp | 3512.12%-3500.7pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,316 | $2,924-20.8% | $4,000-42.1% | $4,296-46.1% |
| Admin fee / account holder | $2,363 | $3,681-35.8% | $3,998-40.9% | $6,918-65.8% |