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 | $33,728 | $72,277-53.3% | $101,248-66.7% | $79,858-57.8% |
| Participation rate | 93.2% | 68.5%+24.7pp | 75.8%+17.4pp | 69.6%+23.5pp |
| Annual return | 15.75% | 22.30%-6.5pp | 46.47%-30.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,306 | $3,282+61.7% | $4,370+21.4% | $3,740+41.9% |
| Admin fee / account holder | $835 | $4,400-81.0% | $5,945-86.0% | $5,306-84.3% |