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 | $62,540 | $76,552-18.3% | $123,892-49.5% | $62,891-0.6% |
| Participation rate | 88.8% | 73.0%+15.8pp | 81.4%+7.4pp | 69.3%+19.5pp |
| Annual return | 6.81% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $749 | $2,883-74.0% | $4,617-83.8% | $2,281-67.2% |
| Participant deferral / active EE | $5,357 | $4,840+10.7% | $5,984-10.5% | $3,203+67.2% |
| Admin fee / account holder | $425 | $4,826-91.2% | $8,357-94.9% | $4,296-90.1% |