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 | $74,634 | $69,977+6.7% | $108,579-31.3% | $62,891+18.7% |
| Participation rate | 93.0% | 72.9%+20.1pp | 79.6%+13.5pp | 69.3%+23.7pp |
| Annual return | 4.97% | 10.73%-5.8pp | -51.70%+56.7pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,514 | $2,135-29.1% | $3,758-59.7% | $2,281-33.6% |
| Participant deferral / active EE | $3,533 | $3,165+11.6% | $4,311-18.1% | $3,203+10.3% |
| Admin fee / account holder | $1,039 | $5,076-79.5% | $7,645-86.4% | $4,296-75.8% |