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 | $41,087 | $51,175-19.7% | $70,515-41.7% | $75,163-45.3% |
| Participation rate | 75.9% | 60.9%+14.9pp | 68.3%+7.5pp | 67.2%+8.7pp |
| Annual return | 61.74% | 30.02%+31.7pp | 32.77%+29.0pp | 160.62%-98.9pp |
| Employer contribution / active EE | $1,935 | $1,826+6.0% | $2,973-34.9% | $2,670-27.5% |
| Participant deferral / active EE | $5,873 | $2,849+106.1% | $4,567+28.6% | $4,125+42.4% |
| Admin fee / account holder | $1,884 | $4,091-53.9% | $6,412-70.6% | $5,651-66.7% |