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 | $21,873 | $85,202-74.3% | $172,739-87.3% | $72,985-70.0% |
| Participation rate | 87.8% | 70.1%+17.7pp | 82.6%+5.2pp | 69.5%+18.3pp |
| Annual return | 19.79% | 27.32%-7.5pp | 802.84%-783.1pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,940 | $3,324-41.6% | $5,143-62.3% | $2,440-20.5% |
| Participant deferral / active EE | $3,226 | $3,260-1.0% | $5,198-37.9% | $3,607-10.6% |
| Admin fee / account holder | $1,277 | $5,884-78.3% | $13,954-90.9% | $5,124-75.1% |