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 | $56,406 | $95,266-40.8% | $82,389-31.5% | $142,382-60.4% |
| Participation rate | 70.6% | 74.5%-3.9pp | 69.5%+1.0pp | 80.1%-9.5pp |
| Annual return | 12.74% | 25.74%-13.0pp | 28.67%-15.9pp | 217.08%-204.3pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,081 | $4,809-77.5% | $4,155-74.0% | $6,507-83.4% |
| Admin fee / account holder | $3,173 | $8,563-62.9% | $7,231-56.1% | $12,624-74.9% |