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 | $51,808 | $56,897-8.9% | $84,750-38.9% | $62,891-17.6% |
| Participation rate | 73.3% | 68.5%+4.8pp | 76.6%-3.3pp | 69.3%+4.0pp |
| Annual return | 6.32% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,776 | $2,400-26.0% | $3,574-50.3% | $2,281-22.1% |
| Participant deferral / active EE | $5,919 | $2,709+118.5% | $3,712+59.5% | $3,203+84.8% |
| Admin fee / account holder | $4,042 | $3,581+12.9% | $5,332-24.2% | $4,296-5.9% |