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 | $65,956 | $78,705-16.2% | $117,854-44.0% | $70,131-6.0% |
| Participation rate | 89.5% | 73.2%+16.3pp | 79.7%+9.9pp | 69.5%+20.0pp |
| Annual return | 18.39% | 23.30%-4.9pp | 335.08%-316.7pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,479 | $2,223+11.5% | $3,786-34.5% | $2,342+5.8% |
| Participant deferral / active EE | $5,007 | $3,297+51.9% | $4,482+11.7% | $3,332+50.3% |
| Admin fee / account holder | $4,928 | $5,065-2.7% | $8,020-38.6% | $4,645+6.1% |