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 | $32,670 | $90,600-63.9% | $79,464-58.9% | $135,375-75.9% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | 7.21% | 977.43%-970.2pp | 718.14%-710.9pp | 519.73%-512.5pp |
| Employer contribution / active EE | $1,094 | $3,068-64.3% | $2,800-60.9% | $4,779-77.1% |
| Participant deferral / active EE | $6,127 | $4,050+51.3% | $3,704+65.4% | $5,609+9.2% |
| Admin fee / account holder | $971 | $5,907-83.6% | $5,113-81.0% | $10,827-91.0% |