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 | $28,573 | $76,000-62.4% | $154,107-81.5% | $64,186-55.5% |
| Participation rate | 96.6% | 70.4%+26.2pp | 83.0%+13.6pp | 69.6%+27.0pp |
| Annual return | 20.28% | 30.32%-10.0pp | 735.12%-714.8pp | 7.63%+12.6pp |
| Employer contribution / active EE | $1,160 | $3,351-65.4% | $5,298-78.1% | $2,381-51.3% |
| Participant deferral / active EE | $2,776 | $3,175-12.6% | $5,081-45.4% | $3,470-20.0% |
| Admin fee / account holder | $3,527 | $5,596-37.0% | $13,411-73.7% | $4,888-27.8% |