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 | $34,573 | $85,202-59.4% | $172,739-80.0% | $72,985-52.6% |
| Participation rate | 76.3% | 70.1%+6.3pp | 82.6%-6.3pp | 69.5%+6.8pp |
| Annual return | 18.52% | 27.32%-8.8pp | 802.84%-784.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,157 | $3,324-65.2% | $5,143-77.5% | $2,440-52.6% |
| Participant deferral / active EE | $2,513 | $3,260-22.9% | $5,198-51.7% | $3,607-30.3% |
| Admin fee / account holder | $1,887 | $5,884-67.9% | $13,954-86.5% | $5,124-63.2% |