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 | $37,152 | $57,281-35.1% | $86,612-57.1% | $75,163-50.6% |
| Participation rate | 73.3% | 63.2%+10.1pp | 71.7%+1.6pp | 67.2%+6.1pp |
| Annual return | 22.93% | 2670.75%-2647.8pp | 591.07%-568.1pp | 160.62%-137.7pp |
| Employer contribution / active EE | $1,617 | $2,314-30.1% | $3,022-46.5% | $2,670-39.4% |
| Participant deferral / active EE | $2,258 | $3,318-31.9% | $4,438-49.1% | $4,125-45.3% |
| Admin fee / account holder | $1,726 | $4,112-58.0% | $5,614-69.3% | $5,651-69.5% |