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 | $37,146 | $67,411-44.9% | $91,001-59.2% | $70,131-47.0% |
| Participation rate | 81.5% | 71.4%+10.1pp | 75.6%+5.9pp | 69.5%+11.9pp |
| Annual return | 20.68% | -40.16%+60.8pp | 4.60%+16.1pp | 73.14%-52.5pp |
| Employer contribution / active EE | $3,864 | $1,786+116.4% | $2,456+57.4% | $2,342+65.0% |
| Participant deferral / active EE | $2,667 | $2,823-5.5% | $3,547-24.8% | $3,332-19.9% |
| Admin fee / account holder | $1,112 | $4,236-73.8% | $5,417-79.5% | $4,645-76.1% |