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 | $30,174 | $63,764-52.7% | $81,930-63.2% | $79,858-62.2% |
| Participation rate | 74.3% | 67.5%+6.8pp | 72.0%+2.3pp | 69.6%+4.7pp |
| Annual return | 39.92% | 22.66%+17.3pp | 29.49%+10.4pp | 31.71%+8.2pp |
| Employer contribution / active EE | $3,711 | $1,795+106.7% | $4,310-13.9% | $2,471+50.2% |
| Participant deferral / active EE | $3,873 | $2,780+39.3% | $7,107-45.5% | $3,740+3.6% |
| Admin fee / account holder | $457 | $4,426-89.7% | $5,158-91.1% | $5,306-91.4% |