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 | $21,950 | $158,398-86.1% | $126,539-82.7% | $142,382-84.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 15.73% | 593.76%-578.0pp | 425.95%-410.2pp | 217.08%-201.3pp |
| Employer contribution / active EE | $469 | $4,650-89.9% | $3,674-87.2% | $4,299-89.1% |
| Participant deferral / active EE | $5,597 | $4,767+17.4% | $4,083+37.1% | $6,507-14.0% |
| Admin fee / account holder | $640 | $6,918-90.8% | $6,065-89.5% | $12,624-94.9% |