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 | $61,287 | $112,096-45.3% | $95,952-36.1% | $158,922-61.4% |
| Participation rate | 70.8% | 79.0%-8.1pp | 77.1%-6.2pp | 82.0%-11.1pp |
| Annual return | 13.99% | 171.09%-157.1pp | 91.61%-77.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,712 | $4,784-64.2% | $4,167-58.9% | $5,982-71.4% |
| Admin fee / account holder | $4,838 | $10,130-52.2% | $6,795-28.8% | $11,246-57.0% |