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 | $14,257 | $64,480-77.9% | $81,382-82.5% | $80,856-82.4% |
| Participation rate | 82.9% | 63.9%+19.0pp | 69.5%+13.4pp | 67.6%+15.2pp |
| Annual return | 30.04% | 16.34%+13.7pp | 24.73%+5.3pp | 35.59%-5.6pp |
| Employer contribution / active EE | $3,383 | $1,978+71.0% | $2,463+37.4% | $2,755+22.8% |
| Participant deferral / active EE | $2,330 | $3,094-24.7% | $3,883-40.0% | $4,296-45.8% |
| Admin fee / account holder | $913 | $5,671-83.9% | $5,768-84.2% | $6,918-86.8% |