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 | $20,002 | $57,281-65.1% | $86,612-76.9% | $75,163-73.4% |
| Participation rate | 79.3% | 63.2%+16.1pp | 71.7%+7.6pp | 67.2%+12.1pp |
| Annual return | 17.31% | 2670.75%-2653.4pp | 591.07%-573.8pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,817 | $2,314-21.5% | $3,022-39.9% | $2,670-31.9% |
| Participant deferral / active EE | $2,690 | $3,318-18.9% | $4,438-39.4% | $4,125-34.8% |
| Admin fee / account holder | $4,957 | $4,112+20.5% | $5,614-11.7% | $5,651-12.3% |