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 | $50,729 | $71,050-28.6% | $93,606-45.8% | $80,856-37.3% |
| Participation rate | 73.7% | 60.4%+13.3pp | 68.7%+5.0pp | 67.6%+6.0pp |
| Annual return | 14.04% | 11.26%+2.8pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,363 | $4,034-66.2% | $4,411-69.1% | $4,296-68.3% |
| Admin fee / account holder | $1,171 | $6,945-83.1% | $8,285-85.9% | $6,918-83.1% |