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 5-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 | $58,912 | $177,572-66.8% | $154,803-61.9% | $142,382-58.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 22.13% | 65.07%-42.9pp | 58.88%-36.8pp | 217.08%-194.9pp |
| Employer contribution / active EE | $4,329 | $4,810-10.0% | $4,305+0.5% | $4,299+0.7% |
| Participant deferral / active EE | $7,651 | $6,272+22.0% | $5,540+38.1% | $6,507+17.6% |
| Admin fee / account holder | $5,879 | $16,786-65.0% | $14,329-59.0% | $12,624-53.4% |