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 | $59,580 | $76,552-22.2% | $123,892-51.9% | $62,891-5.3% |
| Participation rate | 97.1% | 73.0%+24.1pp | 81.4%+15.6pp | 69.3%+27.8pp |
| Annual return | 8.26% | 18.68%-10.4pp | 47.52%-39.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,226 | $2,883-22.8% | $4,617-51.8% | $2,281-2.4% |
| Participant deferral / active EE | $5,707 | $4,840+17.9% | $5,984-4.6% | $3,203+78.2% |
| Admin fee / account holder | $11,979 | $4,826+148.2% | $8,357+43.3% | $4,296+178.9% |