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 | $30,910 | $109,327-71.7% | $89,391-65.4% | $158,922-80.6% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 11.02% | 345.68%-334.7pp | 245.62%-234.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $1,133 | $3,170-64.2% | $2,586-56.2% | $4,761-76.2% |
| Participant deferral / active EE | $2,334 | $4,598-49.2% | $3,890-40.0% | $5,982-61.0% |
| Admin fee / account holder | $1,753 | $6,153-71.5% | $4,881-64.1% | $11,246-84.4% |