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 | $32,476 | $85,202-61.9% | $172,739-81.2% | $72,985-55.5% |
| Participation rate | 88.2% | 70.1%+18.2pp | 82.6%+5.6pp | 69.5%+18.7pp |
| Annual return | 22.12% | 27.32%-5.2pp | 802.84%-780.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $2,292 | $3,324-31.1% | $5,143-55.4% | $2,440-6.1% |
| Participant deferral / active EE | $4,497 | $3,260+37.9% | $5,198-13.5% | $3,607+24.6% |
| Admin fee / account holder | $746 | $5,884-87.3% | $13,954-94.7% | $5,124-85.5% |