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 | $64,251 | $100,041-35.8% | $149,718-57.1% | $70,131-8.4% |
| Participation rate | 96.7% | 83.6%+13.1pp | 87.1%+9.6pp | 69.5%+27.1pp |
| Annual return | 17.74% | 27.43%-9.7pp | 1501.63%-1483.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,419 | $3,662-61.2% | $5,445-73.9% | $2,342-39.4% |
| Participant deferral / active EE | $4,011 | $4,983-19.5% | $6,569-38.9% | $3,332+20.4% |
| Admin fee / account holder | $2,896 | $8,286-65.1% | $11,283-74.3% | $4,645-37.7% |