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 | $28,436 | $78,103-63.6% | $289,028-90.2% | $116,875-75.7% |
| Participation rate | 96.8% | 69.5%+27.3pp | 78.0%+18.8pp | 74.5%+22.2pp |
| Annual return | 17.95% | 15.26%+2.7pp | 243.94%-226.0pp | 16.29%+1.7pp |
| Employer contribution / active EE | $1,411 | $2,718-48.1% | $6,326-77.7% | $3,288-57.1% |
| Participant deferral / active EE | $3,418 | $2,921+17.0% | $4,804-28.8% | $3,885-12.0% |
| Admin fee / account holder | $1,396 | $8,683-83.9% | $14,050-90.1% | $12,263-88.6% |