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 | $55,836 | $78,422-28.8% | $95,952-41.8% | $79,858-30.1% |
| Participation rate | 98.1% | 73.5%+24.7pp | 77.1%+21.1pp | 69.6%+28.5pp |
| Annual return | 12.88% | 19.37%-6.5pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,879 | $1,945-3.4% | $2,541-26.1% | $2,471-24.0% |
| Participant deferral / active EE | $3,770 | $3,440+9.6% | $4,167-9.5% | $3,740+0.8% |
| Admin fee / account holder | $6,978 | $5,622+24.1% | $6,795+2.7% | $5,306+31.5% |