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 | $26,360 | $85,202-69.1% | $172,739-84.7% | $72,985-63.9% |
| Participation rate | 92.2% | 70.1%+22.1pp | 82.6%+9.6pp | 69.5%+22.7pp |
| Annual return | 22.48% | 27.32%-4.8pp | 802.84%-780.4pp | 81.00%-58.5pp |
| Employer contribution / active EE | $3,749 | $3,324+12.8% | $5,143-27.1% | $2,440+53.7% |
| Participant deferral / active EE | $2,738 | $3,260-16.0% | $5,198-47.3% | $3,607-24.1% |
| Admin fee / account holder | $3,945 | $5,884-33.0% | $13,954-71.7% | $5,124-23.0% |