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 | $56,458 | $79,557-29.0% | $118,746-52.5% | $70,131-19.5% |
| Participation rate | 94.4% | 71.4%+23.1pp | 78.3%+16.2pp | 69.5%+24.9pp |
| Annual return | 13.93% | 25.64%-11.7pp | 24.54%-10.6pp | 73.14%-59.2pp |
| Employer contribution / active EE | $2,615 | $2,861-8.6% | $4,193-37.6% | $2,342+11.6% |
| Participant deferral / active EE | $4,423 | $4,089+8.2% | $5,332-17.0% | $3,332+32.8% |
| Admin fee / account holder | $2,026 | $5,374-62.3% | $10,720-81.1% | $4,645-56.4% |