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 | $26,112 | $85,202-69.4% | $172,739-84.9% | $72,985-64.2% |
| Participation rate | 82.9% | 70.1%+12.8pp | 82.6%+0.2pp | 69.5%+13.4pp |
| Annual return | 23.75% | 27.32%-3.6pp | 802.84%-779.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,590 | $3,324-52.2% | $5,143-69.1% | $2,440-34.8% |
| Participant deferral / active EE | $3,498 | $3,260+7.3% | $5,198-32.7% | $3,607-3.0% |
| Admin fee / account holder | $381 | $5,884-93.5% | $13,954-97.3% | $5,124-92.6% |