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 | $24,818 | $103,376-76.0% | $87,100-71.5% | $152,861-83.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 13.78% | 28.10%-14.3pp | 28.19%-14.4pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,367 | $3,220-57.6% | $2,521-45.8% | $4,762-71.3% |
| Participant deferral / active EE | $1,985 | $4,778-58.5% | $4,049-51.0% | $5,850-66.1% |
| Admin fee / account holder | $4,442 | $12,205-63.6% | $7,497-40.7% | $11,596-61.7% |