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 | $20,144 | $111,754-82.0% | $103,333-80.5% | $145,922-86.2% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 14.91% | 24.77%-9.9pp | 24.88%-10.0pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,848 | $4,212-56.1% | $3,868-52.2% | $4,660-60.3% |
| Participant deferral / active EE | $3,746 | $5,619-33.3% | $5,057-25.9% | $6,688-44.0% |
| Admin fee / account holder | $968 | $9,750-90.1% | $8,355-88.4% | $13,397-92.8% |