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 | $18,710 | $156,846-88.1% | $121,098-84.6% | $139,434-86.6% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 12.03% | 1474.56%-1462.5pp | 985.75%-973.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,517 | $5,536-72.6% | $4,164-63.6% | $4,751-68.1% |
| Participant deferral / active EE | $1,664 | $4,844-65.6% | $4,080-59.2% | $6,710-75.2% |
| Admin fee / account holder | $2,260 | $6,946-67.5% | $5,644-60.0% | $11,403-80.2% |