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 | $51,980 | $86,929-40.2% | $102,423-49.3% | $80,856-35.7% |
| Participation rate | 84.1% | 72.4%+11.7pp | 76.5%+7.6pp | 67.6%+16.5pp |
| Annual return | 14.13% | 18.88%-4.8pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,502 | $4,118-15.0% | $5,053-30.7% | $4,296-18.5% |
| Admin fee / account holder | $2,041 | $8,049-74.6% | $9,451-78.4% | $6,918-70.5% |