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 | $18,830 | $85,202-77.9% | $172,739-89.1% | $72,985-74.2% |
| Participation rate | 73.0% | 70.1%+2.9pp | 82.6%-9.7pp | 69.5%+3.5pp |
| Annual return | 25.07% | 27.32%-2.2pp | 802.84%-777.8pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,206 | $3,324-63.7% | $5,143-76.5% | $2,440-50.6% |
| Participant deferral / active EE | $1,058 | $3,260-67.5% | $5,198-79.6% | $3,607-70.7% |
| Admin fee / account holder | $450 | $5,884-92.4% | $13,954-96.8% | $5,124-91.2% |