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 | $64,949 | $93,346-30.4% | $71,796-9.5% | $273,961-76.3% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.1%+21.8pp | 83.0%+7.9pp |
| Annual return | 6.00% | 130.39%-124.4pp | 78.04%-72.0pp | 41.45%-35.5pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,551 | $3,475-55.4% | $2,794-44.5% | $5,287-70.7% |
| Admin fee / account holder | $9,649 | $6,571+46.9% | $4,815+100.4% | $10,132-4.8% |