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 | $31,227 | $85,766-63.6% | $136,294-77.1% | $70,131-55.5% |
| Participation rate | 74.2% | 74.2%0pp | 81.9%-7.7pp | 69.5%+4.7pp |
| Annual return | 27.53% | 31.45%-3.9pp | 5155.94%-5128.4pp | 73.14%-45.6pp |
| Employer contribution / active EE | $3,957 | $2,966+33.4% | $4,695-15.7% | $2,342+68.9% |
| Participant deferral / active EE | $8,738 | $5,051+73.0% | $6,247+39.9% | $3,332+162.3% |
| Admin fee / account holder | $4,038 | $5,420-25.5% | $9,243-56.3% | $4,645-13.1% |