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 | $20,338 | $65,409-68.9% | $98,442-79.3% | $85,850-76.3% |
| Participation rate | 92.9% | 65.0%+27.9pp | 73.3%+19.5pp | 69.3%+23.5pp |
| Annual return | 29.14% | 21.76%+7.4pp | 1492.73%-1463.6pp | 318.53%-289.4pp |
| Employer contribution / active EE | $1,539 | $2,168-29.0% | $2,960-48.0% | $2,565-40.0% |
| Participant deferral / active EE | $2,623 | $3,166-17.2% | $4,276-38.7% | $3,952-33.6% |
| Admin fee / account holder | $1,038 | $4,593-77.4% | $5,949-82.6% | $6,260-83.4% |