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 | $35,370 | $177,572-80.1% | $154,803-77.2% | $142,382-75.2% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 20.17% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,247 | $4,810-53.3% | $4,305-47.8% | $4,299-47.7% |
| Participant deferral / active EE | $3,075 | $6,272-51.0% | $5,540-44.5% | $6,507-52.7% |
| Admin fee / account holder | $496 | $16,786-97.0% | $14,329-96.5% | $12,624-96.1% |