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 | $38,295 | $85,202-55.1% | $172,739-77.8% | $72,985-47.5% |
| Participation rate | 86.8% | 70.1%+16.7pp | 82.6%+4.1pp | 69.5%+17.3pp |
| Annual return | 20.28% | 27.32%-7.0pp | 802.84%-782.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,147 | $3,324-65.5% | $5,143-77.7% | $2,440-53.0% |
| Participant deferral / active EE | $4,415 | $3,260+35.4% | $5,198-15.1% | $3,607+22.4% |
| Admin fee / account holder | $2,037 | $5,884-65.4% | $13,954-85.4% | $5,124-60.2% |