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 | $23,216 | $95,416-75.7% | $185,823-87.5% | $85,850-73.0% |
| Participation rate | 82.5% | 68.8%+13.7pp | 81.7%+0.8pp | 69.3%+13.1pp |
| Annual return | 37.19% | 23.59%+13.6pp | 122.05%-84.9pp | 318.53%-281.3pp |
| Employer contribution / active EE | $1,327 | $3,314-59.9% | $5,167-74.3% | $2,565-48.3% |
| Participant deferral / active EE | $2,752 | $3,423-19.6% | $5,568-50.6% | $3,952-30.4% |
| Admin fee / account holder | $1,159 | $7,213-83.9% | $16,237-92.9% | $6,260-81.5% |