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 | $30,483 | $59,839-49.1% | $81,983-62.8% | $79,858-61.8% |
| Participation rate | 90.0% | 61.6%+28.4pp | 69.2%+20.8pp | 69.6%+20.4pp |
| Annual return | 17.90% | 17.56%+0.3pp | 41.31%-23.4pp | 31.71%-13.8pp |
| Employer contribution / active EE | $4,264 | $1,713+148.8% | $2,498+70.7% | $2,471+72.6% |
| Participant deferral / active EE | $1,433 | $2,695-46.8% | $3,722-61.5% | $3,740-61.7% |
| Admin fee / account holder | $370 | $4,287-91.4% | $5,664-93.5% | $5,306-93.0% |