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 | $35,702 | $106,890-66.6% | $84,015-57.5% | $152,861-76.6% |
| Participation rate | 87.0% | 75.2%+11.7pp | 69.0%+17.9pp | 82.4%+4.5pp |
| Annual return | 12.63% | 104.99%-92.4pp | 71.31%-58.7pp | 345.32%-332.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,077 | $4,011-48.2% | $3,239-35.9% | $5,850-64.5% |
| Admin fee / account holder | $6,796 | $8,285-18.0% | $6,101+11.4% | $11,596-41.4% |