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 | $53,955 | $96,635-44.2% | $86,612-37.7% | $139,434-61.3% |
| Participation rate | 70.6% | 74.4%-3.8pp | 71.7%-1.1pp | 80.3%-9.7pp |
| Annual return | 15.39% | 106.41%-91.0pp | 591.07%-575.7pp | 372.94%-357.5pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,799 | $4,836-62.8% | $4,438-59.5% | $6,710-73.2% |
| Admin fee / account holder | $3,157 | $6,408-50.7% | $5,614-43.8% | $11,403-72.3% |