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 | $47,590 | $89,753-47.0% | $107,525-55.7% | $84,808-43.9% |
| Participation rate | 94.3% | 68.1%+26.2pp | 75.1%+19.2pp | 68.3%+26.0pp |
| Annual return | 20.80% | 29.48%-8.7pp | 181.32%-160.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $4,782 | $3,113+53.6% | $3,754+27.4% | $2,631+81.8% |
| Participant deferral / active EE | $3,543 | $4,056-12.7% | $5,116-30.7% | $4,212-15.9% |
| Admin fee / account holder | $745 | $7,222-89.7% | $8,919-91.7% | $7,344-89.9% |