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 | $24,639 | $85,202-71.1% | $172,739-85.7% | $72,985-66.2% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.7pp | 69.5%+26.8pp |
| Annual return | 17.85% | 27.32%-9.5pp | 802.84%-785.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,497 | $3,324-55.0% | $5,143-70.9% | $2,440-38.7% |
| Participant deferral / active EE | $2,596 | $3,260-20.4% | $5,198-50.1% | $3,607-28.0% |
| Admin fee / account holder | $707 | $5,884-88.0% | $13,954-94.9% | $5,124-86.2% |