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 | $37,929 | $109,413-65.3% | $156,263-75.7% | $84,808-55.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 28.99% | 20.18%+8.8pp | 59.47%-30.5pp | 40.90%-11.9pp |
| Employer contribution / active EE | $2,464 | $2,907-15.2% | $4,333-43.1% | $2,631-6.3% |
| Participant deferral / active EE | $3,318 | $4,590-27.7% | $6,158-46.1% | $4,212-21.2% |
| Admin fee / account holder | $1,674 | $9,357-82.1% | $14,255-88.3% | $7,344-77.2% |