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 | $19,294 | $90,600-78.7% | $79,464-75.7% | $135,375-85.7% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | 4.18% | 977.43%-973.3pp | 718.14%-714.0pp | 519.73%-515.6pp |
| Employer contribution / active EE | $1,429 | $3,068-53.4% | $2,800-49.0% | $4,779-70.1% |
| Participant deferral / active EE | $1,792 | $4,050-55.8% | $3,704-51.6% | $5,609-68.0% |
| Admin fee / account holder | $2,475 | $5,907-58.1% | $5,113-51.6% | $10,827-77.1% |