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 | $26,206 | $65,561-60.0% | $86,188-69.6% | $75,163-65.1% |
| Participation rate | 71.3% | 60.5%+10.8pp | 69.0%+2.3pp | 67.2%+4.1pp |
| Annual return | 16.85% | 46.05%-29.2pp | 1168.45%-1151.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,956 | $3,024-2.3% | $3,985-25.8% | $4,125-28.3% |
| Admin fee / account holder | $1,015 | $5,474-81.5% | $6,852-85.2% | $5,651-82.0% |