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 | $39,657 | $78,422-49.4% | $95,952-58.7% | $79,858-50.3% |
| Participation rate | 89.2% | 73.5%+15.7pp | 77.1%+12.1pp | 69.6%+19.5pp |
| Annual return | 19.74% | 19.37%+0.4pp | 91.61%-71.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,574 | $1,945-19.1% | $2,541-38.0% | $2,471-36.3% |
| Participant deferral / active EE | $5,061 | $3,440+47.1% | $4,167+21.5% | $3,740+35.3% |
| Admin fee / account holder | $5,723 | $5,622+1.8% | $6,795-15.8% | $5,306+7.9% |