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 | $74,412 | $97,125-23.4% | $86,233-13.7% | $137,256-45.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 14.52% | 74.19%-59.7pp | 61.39%-46.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,344 | $2,841-17.5% | $2,504-6.4% | $4,156-43.6% |
| Participant deferral / active EE | $3,745 | $5,180-27.7% | $4,559-17.9% | $6,407-41.5% |
| Admin fee / account holder | $11,253 | $9,725+15.7% | $8,342+34.9% | $12,270-8.3% |