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 | $62,489 | $77,503-19.4% | $100,391-37.8% | $80,856-22.7% |
| Participation rate | 88.6% | 76.9%+11.7pp | 81.5%+7.2pp | 67.6%+21.0pp |
| Annual return | 15.60% | 37.20%-21.6pp | 49.20%-33.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,783 | $2,801-0.6% | $3,942-29.4% | $2,755+1.0% |
| Participant deferral / active EE | $3,431 | $6,820-49.7% | $8,082-57.5% | $4,296-20.1% |
| Admin fee / account holder | $1,092 | $5,897-81.5% | $7,899-86.2% | $6,918-84.2% |