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 | $31,686 | $56,110-43.5% | $94,993-66.6% | $70,131-54.8% |
| Participation rate | 74.4% | 65.0%+9.4pp | 73.9%+0.5pp | 69.5%+4.8pp |
| Annual return | 12.91% | 51.02%-38.1pp | 27.12%-14.2pp | 73.14%-60.2pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,279 | $2,391+37.1% | $3,317-1.2% | $3,332-1.6% |
| Admin fee / account holder | $10,163 | $3,456+194.0% | $4,960+104.9% | $4,645+118.8% |