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 | $15,798 | $85,202-81.5% | $172,739-90.9% | $72,985-78.4% |
| Participation rate | 84.4% | 70.1%+14.3pp | 82.6%+1.7pp | 69.5%+14.9pp |
| Annual return | 20.17% | 27.32%-7.2pp | 802.84%-782.7pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,166 | $3,324-64.9% | $5,143-77.3% | $2,440-52.2% |
| Participant deferral / active EE | $1,461 | $3,260-55.2% | $5,198-71.9% | $3,607-59.5% |
| Admin fee / account holder | $3,147 | $5,884-46.5% | $13,954-77.4% | $5,124-38.6% |