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 | $28,119 | $232,540-87.9% | $185,117-84.8% | $147,584-80.9% |
| Participation rate | 92.9% | 82.4%+10.5pp | 77.3%+15.6pp | 82.8%+10.0pp |
| Annual return | 18.97% | 43.03%-24.1pp | 40.50%-21.5pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,408 | $5,195-72.9% | $4,182-66.3% | $4,876-71.1% |
| Participant deferral / active EE | $3,480 | $5,834-40.3% | $5,045-31.0% | $5,439-36.0% |
| Admin fee / account holder | $58,674 | $10,275+471.0% | $8,159+619.1% | $10,885+439.0% |