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 | $31,564 | $51,244-38.4% | $80,975-61.0% | $55,167-42.8% |
| Participation rate | 92.4% | 71.7%+20.7pp | 75.8%+16.6pp | 69.0%+23.4pp |
| Annual return | 25.33% | 17.39%+7.9pp | 17.10%+8.2pp | 169.23%-143.9pp |
| Employer contribution / active EE | $3,648 | $1,770+106.1% | $3,714-1.8% | $1,963+85.9% |
| Participant deferral / active EE | $7,089 | $4,418+60.5% | $5,696+24.5% | $3,054+132.1% |
| Admin fee / account holder | $2,441 | $398+513.4% | $5,516-55.7% | $504+384.5% |