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 | $36,832 | $80,968-54.5% | $96,544-61.8% | $75,163-51.0% |
| Participation rate | 95.8% | 71.8%+24.1pp | 76.0%+19.9pp | 67.2%+28.6pp |
| Annual return | 16.49% | 27.06%-10.6pp | 25.84%-9.4pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,742 | $2,282+64.0% | $2,965+26.2% | $2,670+40.1% |
| Participant deferral / active EE | $3,001 | $3,928-23.6% | $4,851-38.1% | $4,125-27.3% |
| Admin fee / account holder | $964 | $6,724-85.7% | $8,252-88.3% | $5,651-82.9% |