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 | $26,390 | $176,662-85.1% | $130,648-79.8% | $152,861-82.7% |
| Participation rate | 88.2% | 79.0%+9.3pp | 71.7%+16.5pp | 82.4%+5.8pp |
| Annual return | 11.79% | 2692.24%-2680.4pp | 1708.96%-1697.2pp | 345.32%-333.5pp |
| Employer contribution / active EE | $954 | $5,742-83.4% | $4,092-76.7% | $4,762-80.0% |
| Participant deferral / active EE | $2,038 | $4,361-53.3% | $3,603-43.4% | $5,850-65.2% |
| Admin fee / account holder | $29,012 | $7,133+306.7% | $5,464+430.9% | $11,596+150.2% |