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 | $38,222 | $76,000-49.7% | $154,107-75.2% | $64,186-40.5% |
| Participation rate | 98.7% | 70.4%+28.3pp | 83.0%+15.7pp | 69.6%+29.2pp |
| Annual return | 7.65% | 30.32%-22.7pp | 735.12%-727.5pp | 7.63%0pp |
| Employer contribution / active EE | $801 | $3,351-76.1% | $5,298-84.9% | $2,381-66.4% |
| Participant deferral / active EE | $2,635 | $3,175-17.0% | $5,081-48.1% | $3,470-24.1% |
| Admin fee / account holder | $2,603 | $5,596-53.5% | $13,411-80.6% | $4,888-46.7% |