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 | $56,333 | $77,813-27.6% | $123,544-54.4% | $64,186-12.2% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | 5.80% | 12.48%-6.7pp | 119.20%-113.4pp | 7.63%-1.8pp |
| Employer contribution / active EE | $1,918 | $3,014-36.4% | $4,628-58.5% | $2,381-19.4% |
| Participant deferral / active EE | $6,842 | $5,240+30.6% | $6,426+6.5% | $3,470+97.2% |
| Admin fee / account holder | $523 | $5,519-90.5% | $9,284-94.4% | $4,888-89.3% |