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 | $39,728 | $68,547-42.0% | $120,354-67.0% | $80,856-50.9% |
| Participation rate | 72.4% | 61.6%+10.8pp | 71.9%+0.5pp | 67.6%+4.8pp |
| Annual return | 10.99% | 23.60%-12.6pp | 107.15%-96.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,080 | $2,051+1.4% | $3,463-39.9% | $2,755-24.5% |
| Participant deferral / active EE | $2,704 | $3,173-14.8% | $4,991-45.8% | $4,296-37.1% |
| Admin fee / account holder | $5,759 | $5,732+0.5% | $9,423-38.9% | $6,918-16.8% |