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 | $42,160 | $102,966-59.1% | $90,281-53.3% | $152,861-72.4% |
| Participation rate | 72.2% | 75.9%-3.6pp | 73.3%-1.0pp | 82.4%-10.2pp |
| Annual return | 13.73% | 95.16%-81.4pp | 78.10%-64.4pp | 345.32%-331.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,427 | $4,281-20.0% | $3,885-11.8% | $5,850-41.4% |
| Admin fee / account holder | $3,297 | $6,171-46.6% | $5,351-38.4% | $11,596-71.6% |