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 | $60,901 | $96,557-36.9% | $80,975-24.8% | $273,961-77.8% |
| Participation rate | 78.3% | 79.1%-0.8pp | 75.8%+2.4pp | 83.0%-4.8pp |
| Annual return | 54.64% | 15.14%+39.5pp | 17.10%+37.5pp | 41.45%+13.2pp |
| Employer contribution / active EE | $2,213 | $4,868-54.6% | $3,714-40.4% | $4,869-54.6% |
| Participant deferral / active EE | $3,984 | $6,598-39.6% | $5,696-30.1% | $5,287-24.6% |
| Admin fee / account holder | $3,591 | $7,492-52.1% | $5,516-34.9% | $10,132-64.6% |