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 | $36,177 | $116,175-68.9% | $93,606-61.4% | $152,861-76.3% |
| Participation rate | 90.0% | 78.0%+12.0pp | 75.8%+14.2pp | 82.4%+7.6pp |
| Annual return | 24.00% | 35.96%-12.0pp | 32.76%-8.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $3,856 | $3,218+19.8% | $2,718+41.9% | $4,762-19.0% |
| Participant deferral / active EE | $7,870 | $4,603+71.0% | $4,069+93.4% | $5,850+34.5% |
| Admin fee / account holder | $13,489 | $10,748+25.5% | $7,888+71.0% | $11,596+16.3% |