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 | $36,077 | $53,777-32.9% | $134,143-73.1% | $79,858-54.8% |
| Participation rate | 89.7% | 58.8%+31.0pp | 72.2%+17.6pp | 69.6%+20.1pp |
| Annual return | 25.53% | 19.01%+6.5pp | 36.33%-10.8pp | 31.71%-6.2pp |
| Employer contribution / active EE | $2,000 | $1,321+51.4% | $3,704-46.0% | $2,471-19.1% |
| Participant deferral / active EE | $2,015 | $2,420-16.7% | $3,499-42.4% | $3,740-46.1% |
| Admin fee / account holder | $628 | $3,984-84.2% | $6,684-90.6% | $5,306-88.2% |