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 | $39,222 | $58,512-33.0% | $84,015-53.3% | $72,985-46.3% |
| Participation rate | 80.8% | 61.2%+19.5pp | 69.0%+11.8pp | 69.5%+11.3pp |
| Annual return | 24.22% | 28.93%-4.7pp | 71.31%-47.1pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,909 | $1,163+150.1% | $1,983+46.7% | $2,440+19.2% |
| Participant deferral / active EE | $3,745 | $2,394+56.4% | $3,239+15.6% | $3,607+3.8% |
| Admin fee / account holder | $471 | $4,569-89.7% | $6,101-92.3% | $5,124-90.8% |