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 | $57,195 | $67,411-15.2% | $91,001-37.1% | $70,131-18.4% |
| Participation rate | 75.0% | 71.4%+3.6pp | 75.6%-0.6pp | 69.5%+5.5pp |
| Annual return | 13.96% | -40.16%+54.1pp | 4.60%+9.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,170 | $1,786-34.5% | $2,456-52.3% | $2,342-50.0% |
| Participant deferral / active EE | $2,145 | $2,823-24.0% | $3,547-39.5% | $3,332-35.6% |
| Admin fee / account holder | $1,257 | $4,236-70.3% | $5,417-76.8% | $4,645-72.9% |