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 | $18,117 | $48,076-62.3% | $78,689-77.0% | $62,891-71.2% |
| Participation rate | 97.6% | 65.2%+32.4pp | 73.6%+24.1pp | 69.3%+28.3pp |
| Annual return | 9.91% | 31.35%-21.4pp | 62.18%-52.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $8,184 | $2,015+306.2% | $2,851+187.1% | $2,281+258.8% |
| Participant deferral / active EE | $2,969 | $2,588+14.7% | $3,517-15.6% | $3,203-7.3% |
| Admin fee / account holder | $567 | $3,207-82.3% | $4,510-87.4% | $4,296-86.8% |