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 | $25,216 | $85,202-70.4% | $172,739-85.4% | $72,985-65.5% |
| Participation rate | 97.8% | 70.1%+27.8pp | 82.6%+15.2pp | 69.5%+28.3pp |
| Annual return | 36.81% | 27.32%+9.5pp | 802.84%-766.0pp | 81.00%-44.2pp |
| Employer contribution / active EE | $3,084 | $3,324-7.2% | $5,143-40.0% | $2,440+26.4% |
| Participant deferral / active EE | $4,823 | $3,260+47.9% | $5,198-7.2% | $3,607+33.7% |
| Admin fee / account holder | $2,052 | $5,884-65.1% | $13,954-85.3% | $5,124-60.0% |