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 | $24,414 | $49,227-50.4% | $70,449-65.3% | $79,858-69.4% |
| Participation rate | 93.8% | 69.2%+24.6pp | 75.1%+18.7pp | 69.6%+24.1pp |
| Annual return | 32.51% | 30.06%+2.4pp | 109.03%-76.5pp | 31.71%+0.8pp |
| Employer contribution / active EE | $3,197 | $2,099+52.3% | $2,737+16.8% | $2,471+29.4% |
| Participant deferral / active EE | $1,020 | $2,768-63.1% | $3,709-72.5% | $3,740-72.7% |
| Admin fee / account holder | $1,047 | $2,878-63.6% | $3,845-72.8% | $5,306-80.3% |