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 | $52,031 | $67,411-22.8% | $91,001-42.8% | $70,131-25.8% |
| Participation rate | 82.2% | 71.4%+10.8pp | 75.6%+6.6pp | 69.5%+12.7pp |
| Annual return | 15.98% | -40.16%+56.1pp | 4.60%+11.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $858 | $1,786-51.9% | $2,456-65.1% | $2,342-63.4% |
| Participant deferral / active EE | $3,753 | $2,823+33.0% | $3,547+5.8% | $3,332+12.7% |
| Admin fee / account holder | $4,786 | $4,236+13.0% | $5,417-11.7% | $4,645+3.0% |