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 | $21,978 | $65,409-66.4% | $98,442-77.7% | $85,850-74.4% |
| Participation rate | 95.7% | 65.0%+30.7pp | 73.3%+22.3pp | 69.3%+26.3pp |
| Annual return | 13.57% | 21.76%-8.2pp | 1492.73%-1479.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $672 | $2,168-69.0% | $2,960-77.3% | $2,565-73.8% |
| Participant deferral / active EE | $1,691 | $3,166-46.6% | $4,276-60.5% | $3,952-57.2% |
| Admin fee / account holder | $1,038 | $4,593-77.4% | $5,949-82.5% | $6,260-83.4% |