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 | $55,434 | $77,899-28.8% | $149,673-63.0% | $75,163-26.2% |
| Participation rate | 84.2% | 65.6%+18.6pp | 78.8%+5.4pp | 67.2%+17.0pp |
| Annual return | 18.73% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,664 | $3,137-47.0% | $4,818-65.5% | $2,670-37.7% |
| Participant deferral / active EE | $5,855 | $3,411+71.7% | $5,680+3.1% | $4,125+41.9% |
| Admin fee / account holder | $1,371 | $5,956-77.0% | $13,210-89.6% | $5,651-75.7% |