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 | $25,066 | $76,367-67.2% | $93,606-73.2% | $72,985-65.7% |
| Participation rate | 91.7% | 71.7%+19.9pp | 75.8%+15.8pp | 69.5%+22.2pp |
| Annual return | 28.83% | 25.82%+3.0pp | 32.76%-3.9pp | 81.00%-52.2pp |
| Employer contribution / active EE | $3,828 | $2,275+68.2% | $2,718+40.8% | $2,440+56.9% |
| Participant deferral / active EE | $6,120 | $3,538+73.0% | $4,069+50.4% | $3,607+69.7% |
| Admin fee / account holder | $1,209 | $6,838-82.3% | $7,888-84.7% | $5,124-76.4% |