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 | $5,715 | $70,606-91.9% | $53,898-89.4% | $142,382-96.0% |
| Participation rate | 95.2% | 63.7%+31.5pp | 55.0%+40.3pp | 80.1%+15.1pp |
| Annual return | 18.10% | 619.81%-601.7pp | 528.60%-510.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,146 | $1,202-4.6% | $932+23.0% | $4,299-73.3% |
| Participant deferral / active EE | $2,512 | $2,364+6.2% | $1,826+37.5% | $6,507-61.4% |
| Admin fee / account holder | $1,305 | $2,852-54.2% | $2,491-47.6% | $12,624-89.7% |