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 3-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 | $34,545 | $80,673-57.2% | $101,326-65.9% | $84,808-59.3% |
| Participation rate | 92.9% | 77.8%+15.1pp | 81.5%+11.4pp | 68.3%+24.5pp |
| Annual return | 49.04% | 38.95%+10.1pp | 36.82%+12.2pp | 40.90%+8.1pp |
| Employer contribution / active EE | $2,049 | $2,698-24.0% | $3,665-44.1% | $2,631-22.1% |
| Participant deferral / active EE | $10,479 | $6,840+53.2% | $7,994+31.1% | $4,212+148.8% |
| Admin fee / account holder | $1,077 | $12,784-91.6% | $11,185-90.4% | $7,344-85.3% |