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 7-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 | $24,141 | $85,202-71.7% | $172,739-86.0% | $72,985-66.9% |
| Participation rate | 95.5% | 70.1%+25.4pp | 82.6%+12.8pp | 69.5%+26.0pp |
| Annual return | 21.66% | 27.32%-5.7pp | 802.84%-781.2pp | 81.00%-59.3pp |
| Employer contribution / active EE | $852 | $3,324-74.4% | $5,143-83.4% | $2,440-65.1% |
| Participant deferral / active EE | $2,135 | $3,260-34.5% | $5,198-58.9% | $3,607-40.8% |
| Admin fee / account holder | $1,605 | $5,884-72.7% | $13,954-88.5% | $5,124-68.7% |