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 | $60,736 | $78,705-22.8% | $117,854-48.5% | $70,131-13.4% |
| Participation rate | 93.8% | 73.2%+20.6pp | 79.7%+14.1pp | 69.5%+24.2pp |
| Annual return | 14.86% | 23.30%-8.4pp | 335.08%-320.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,575 | $3,297-52.2% | $4,482-64.9% | $3,332-52.7% |
| Admin fee / account holder | $24,121 | $5,065+376.2% | $8,020+200.8% | $4,645+419.2% |