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 | $79,362 | $162,781-51.2% | $133,956-40.8% | $158,922-50.1% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 5.59% | 41.94%-36.4pp | 45.09%-39.5pp | 302.83%-297.2pp |
| Employer contribution / active EE | $1,564 | $4,975-68.6% | $3,919-60.1% | $4,761-67.2% |
| Participant deferral / active EE | $6,555 | $5,911+10.9% | $5,048+29.9% | $5,982+9.6% |
| Admin fee / account holder | $2,540 | $11,736-78.4% | $8,927-71.6% | $11,246-77.4% |