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 | $61,726 | $77,813-20.7% | $123,544-50.0% | $64,186-3.8% |
| Participation rate | 82.5% | 74.7%+7.8pp | 82.3%+0.2pp | 69.6%+12.9pp |
| Annual return | -4.48% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,013 | $3,0140% | $4,628-34.9% | $2,381+26.6% |
| Participant deferral / active EE | $5,952 | $5,240+13.6% | $6,426-7.4% | $3,470+71.5% |
| Admin fee / account holder | $10,290 | $5,519+86.5% | $9,284+10.8% | $4,888+110.5% |