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 | $59,678 | $215,361-72.3% | $171,082-65.1% | $273,961-78.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | 6.08% | 25.14%-19.1pp | 32.56%-26.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,172 | $4,967-36.1% | $4,002-20.7% | $4,869-34.8% |
| Participant deferral / active EE | $5,471 | $5,543-1.3% | $4,797+14.0% | $5,287+3.5% |
| Admin fee / account holder | $73,846 | $10,846+580.8% | $8,520+766.8% | $10,132+628.8% |