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 | $50,472 | $86,929-41.9% | $102,423-50.7% | $80,856-37.6% |
| Participation rate | 94.3% | 72.4%+22.0pp | 76.5%+17.9pp | 67.6%+26.7pp |
| Annual return | 35.45% | 18.88%+16.6pp | 29.32%+6.1pp | 35.59%-0.1pp |
| Employer contribution / active EE | $5,119 | $2,369+116.0% | $3,023+69.3% | $2,755+85.8% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $977 | $8,049-87.9% | $9,451-89.7% | $6,918-85.9% |