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 | $38,259 | $76,552-50.0% | $123,892-69.1% | $62,891-39.2% |
| Participation rate | 88.7% | 73.0%+15.7pp | 81.4%+7.3pp | 69.3%+19.4pp |
| Annual return | 13.46% | 18.68%-5.2pp | 47.52%-34.1pp | 20.14%-6.7pp |
| Employer contribution / active EE | $674 | $2,883-76.6% | $4,617-85.4% | $2,281-70.4% |
| Participant deferral / active EE | $5,619 | $4,840+16.1% | $5,984-6.1% | $3,203+75.4% |
| Admin fee / account holder | $1,159 | $4,826-76.0% | $8,357-86.1% | $4,296-73.0% |