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 | $44,689 | $51,576-13.4% | $129,207-65.4% | $80,856-44.7% |
| Participation rate | 70.1% | 57.0%+13.2pp | 69.6%+0.5pp | 67.6%+2.5pp |
| Annual return | 11.74% | 20.81%-9.1pp | 9417.33%-9405.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,996 | $2,669-25.2% | $4,168-52.1% | $4,296-53.5% |
| Admin fee / account holder | $1,583 | $4,305-63.2% | $7,715-79.5% | $6,918-77.1% |