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 | $63,218 | $70,428-10.2% | $96,562-34.5% | $85,850-26.4% |
| Participation rate | 90.7% | 61.8%+28.9pp | 69.8%+20.9pp | 69.3%+21.4pp |
| Annual return | 11.58% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $424 | $1,413-70.0% | $2,356-82.0% | $2,565-83.5% |
| Participant deferral / active EE | $4,238 | $2,894+46.5% | $3,849+10.1% | $3,952+7.3% |
| Admin fee / account holder | $9,279 | $4,997+85.7% | $6,181+50.1% | $6,260+48.2% |