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 | $21,129 | $85,202-75.2% | $172,739-87.8% | $72,985-71.1% |
| Participation rate | 98.0% | 70.1%+28.0pp | 82.6%+15.4pp | 69.5%+28.6pp |
| Annual return | 20.88% | 27.32%-6.4pp | 802.84%-782.0pp | 81.00%-60.1pp |
| Employer contribution / active EE | $1,778 | $3,324-46.5% | $5,143-65.4% | $2,440-27.1% |
| Participant deferral / active EE | $3,667 | $3,260+12.5% | $5,198-29.4% | $3,607+1.7% |
| Admin fee / account holder | $1,317 | $5,884-77.6% | $13,954-90.6% | $5,124-74.3% |