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 | $43,149 | $56,277-23.3% | $80,975-46.7% | $62,891-31.4% |
| Participation rate | 74.4% | 69.0%+5.5pp | 75.8%-1.4pp | 69.3%+5.1pp |
| Annual return | 7.90% | 22.12%-14.2pp | 17.10%-9.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,713 | $4,195+107.7% | $5,696+53.0% | $3,203+172.0% |
| Admin fee / account holder | $1,196 | $3,741-68.0% | $5,516-78.3% | $4,296-72.1% |