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 | $18,974 | $85,202-77.7% | $172,739-89.0% | $72,985-74.0% |
| Participation rate | 83.6% | 70.1%+13.5pp | 82.6%+1.0pp | 69.5%+14.1pp |
| Annual return | 18.88% | 27.32%-8.4pp | 802.84%-784.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,218 | $3,324-63.4% | $5,143-76.3% | $2,440-50.1% |
| Participant deferral / active EE | $1,852 | $3,260-43.2% | $5,198-64.4% | $3,607-48.7% |
| Admin fee / account holder | $2,402 | $5,884-59.2% | $13,954-82.8% | $5,124-53.1% |