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 | $22,416 | $72,277-69.0% | $101,248-77.9% | $79,858-71.9% |
| Participation rate | 71.2% | 68.5%+2.7pp | 75.8%-4.7pp | 69.6%+1.5pp |
| Annual return | 27.30% | 22.30%+5.0pp | 46.47%-19.2pp | 31.71%-4.4pp |
| Employer contribution / active EE | $1,818 | $2,692-32.5% | $3,660-50.3% | $2,471-26.4% |
| Participant deferral / active EE | $3,455 | $3,282+5.3% | $4,370-20.9% | $3,740-7.6% |
| Admin fee / account holder | $646 | $4,400-85.3% | $5,945-89.1% | $5,306-87.8% |