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 | $19,190 | $59,839-67.9% | $81,983-76.6% | $79,858-76.0% |
| Participation rate | 88.3% | 61.6%+26.7pp | 69.2%+19.1pp | 69.6%+18.7pp |
| Annual return | 23.62% | 17.56%+6.1pp | 41.31%-17.7pp | 31.71%-8.1pp |
| Employer contribution / active EE | $3,208 | $1,713+87.2% | $2,498+28.4% | $2,471+29.8% |
| Participant deferral / active EE | $5,717 | $2,695+112.1% | $3,722+53.6% | $3,740+52.9% |
| Admin fee / account holder | $585 | $4,287-86.4% | $5,664-89.7% | $5,306-89.0% |