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 | $61,855 | $85,202-27.4% | $172,739-64.2% | $72,985-15.2% |
| Participation rate | 85.2% | 70.1%+15.1pp | 82.6%+2.5pp | 69.5%+15.7pp |
| Annual return | 22.24% | 27.32%-5.1pp | 802.84%-780.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $908 | $3,324-72.7% | $5,143-82.3% | $2,440-62.8% |
| Participant deferral / active EE | $3,004 | $3,260-7.9% | $5,198-42.2% | $3,607-16.7% |
| Admin fee / account holder | $19,109 | $5,884+224.8% | $13,954+36.9% | $5,124+272.9% |