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 7-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 | $60,211 | $80,717-25.4% | $154,803-61.1% | $84,808-29.0% |
| Participation rate | 98.0% | 66.8%+31.2pp | 78.1%+19.9pp | 68.3%+29.7pp |
| Annual return | 17.84% | 37.96%-20.1pp | 58.88%-41.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,861 | $2,761+3.6% | $4,305-33.6% | $2,631+8.7% |
| Participant deferral / active EE | $2,915 | $3,303-11.7% | $5,540-47.4% | $4,212-30.8% |
| Admin fee / account holder | $1,545 | $6,746-77.1% | $14,329-89.2% | $7,344-79.0% |