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 | $22,180 | $85,202-74.0% | $172,739-87.2% | $72,985-69.6% |
| Participation rate | 71.2% | 70.1%+1.1pp | 82.6%-11.4pp | 69.5%+1.7pp |
| Annual return | 23.08% | 27.32%-4.2pp | 802.84%-779.8pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,311 | $3,324-60.6% | $5,143-74.5% | $2,440-46.3% |
| Participant deferral / active EE | $1,953 | $3,260-40.1% | $5,198-62.4% | $3,607-45.9% |
| Admin fee / account holder | $826 | $5,884-86.0% | $13,954-94.1% | $5,124-83.9% |