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 | $41,104 | $64,324-36.1% | $118,925-65.4% | $79,858-48.5% |
| Participation rate | 87.1% | 64.9%+22.2pp | 75.4%+11.7pp | 69.6%+17.5pp |
| Annual return | 10.83% | 86.45%-75.6pp | 35.88%-25.1pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,815 | $2,824+35.1% | $4,265-10.5% | $3,740+2.0% |
| Admin fee / account holder | $5,665 | $4,040+40.2% | $6,581-13.9% | $5,306+6.8% |