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 | $57,917 | $85,202-32.0% | $172,739-66.5% | $72,985-20.6% |
| Participation rate | 95.7% | 70.1%+25.7pp | 82.6%+13.1pp | 69.5%+26.3pp |
| Annual return | 19.96% | 27.32%-7.4pp | 802.84%-782.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $492 | $3,324-85.2% | $5,143-90.4% | $2,440-79.8% |
| Participant deferral / active EE | $1,385 | $3,260-57.5% | $5,198-73.4% | $3,607-61.6% |
| Admin fee / account holder | $1,343 | $5,884-77.2% | $13,954-90.4% | $5,124-73.8% |