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 | $32,937 | $59,839-45.0% | $81,983-59.8% | $79,858-58.8% |
| Participation rate | 97.0% | 61.6%+35.4pp | 69.2%+27.7pp | 69.6%+27.3pp |
| Annual return | 34.54% | 17.56%+17.0pp | 41.31%-6.8pp | 31.71%+2.8pp |
| Employer contribution / active EE | $5,415 | $1,713+216.0% | $2,498+116.8% | $2,471+119.2% |
| Participant deferral / active EE | $5,621 | $2,695+108.6% | $3,722+51.0% | $3,740+50.3% |
| Admin fee / account holder | $6,139 | $4,287+43.2% | $5,664+8.4% | $5,306+15.7% |