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 | $28,749 | $52,279-45.0% | $89,391-67.8% | $79,858-64.0% |
| Participation rate | 74.4% | 57.5%+16.9pp | 68.0%+6.4pp | 69.6%+4.8pp |
| Annual return | 16.17% | 22.16%-6.0pp | 245.62%-229.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $275 | $1,572-82.5% | $2,586-89.4% | $2,471-88.9% |
| Participant deferral / active EE | $1,599 | $2,740-41.7% | $3,890-58.9% | $3,740-57.3% |
| Admin fee / account holder | $5,074 | $3,356+51.2% | $4,881+3.9% | $5,306-4.4% |