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 | $24,833 | $85,202-70.9% | $172,739-85.6% | $72,985-66.0% |
| Participation rate | 98.0% | 70.1%+27.9pp | 82.6%+15.4pp | 69.5%+28.5pp |
| Annual return | 19.33% | 27.32%-8.0pp | 802.84%-783.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $848 | $3,324-74.5% | $5,143-83.5% | $2,440-65.2% |
| Participant deferral / active EE | $1,980 | $3,260-39.3% | $5,198-61.9% | $3,607-45.1% |
| Admin fee / account holder | $754 | $5,884-87.2% | $13,954-94.6% | $5,124-85.3% |