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 | $32,662 | $52,903-38.3% | $73,307-55.4% | $59,632-45.2% |
| Participation rate | 93.0% | 68.2%+24.8pp | 74.9%+18.1pp | 68.7%+24.4pp |
| Annual return | 15347.90% | 12.20%+15335.7pp | 5.67%+15342.2pp | 2041.28%+13306.6pp |
| Employer contribution / active EE | $728 | $1,909-61.9% | $3,237-77.5% | $2,203-67.0% |
| Participant deferral / active EE | $3,108 | $4,069-23.6% | $4,991-37.7% | $3,192-2.6% |
| Admin fee / account holder | $453 | $3,834-88.2% | $5,637-92.0% | $4,297-89.5% |