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 | $58,122 | $76,552-24.1% | $123,892-53.1% | $62,891-7.6% |
| Participation rate | 87.8% | 73.0%+14.8pp | 81.4%+6.3pp | 69.3%+18.4pp |
| Annual return | 8.38% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,633 | $2,883-43.4% | $4,617-64.6% | $2,281-28.4% |
| Participant deferral / active EE | $4,729 | $4,840-2.3% | $5,984-21.0% | $3,203+47.6% |
| Admin fee / account holder | $1,851 | $4,826-61.6% | $8,357-77.8% | $4,296-56.9% |