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 | $28,936 | $180,449-84.0% | $154,107-81.2% | $135,375-78.6% |
| Participation rate | 95.7% | 87.4%+8.2pp | 83.0%+12.6pp | 82.6%+13.0pp |
| Annual return | 7.34% | 888.09%-880.7pp | 735.12%-727.8pp | 519.73%-512.4pp |
| Employer contribution / active EE | $1,925 | $6,035-68.1% | $5,298-63.7% | $4,779-59.7% |
| Participant deferral / active EE | $2,153 | $5,806-62.9% | $5,081-57.6% | $5,609-61.6% |
| Admin fee / account holder | $5,315 | $16,143-67.1% | $13,411-60.4% | $10,827-50.9% |