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 | $62,419 | $91,538-31.8% | $129,995-52.0% | $75,163-17.0% |
| Participation rate | 90.2% | 71.4%+18.8pp | 78.5%+11.8pp | 67.2%+23.1pp |
| Annual return | 18.46% | -631.11%+649.6pp | -137.18%+155.6pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,675 | $2,845-6.0% | $4,320-38.1% | $2,670+0.2% |
| Participant deferral / active EE | $5,696 | $4,341+31.2% | $5,820-2.1% | $4,125+38.1% |
| Admin fee / account holder | $1,005 | $6,790-85.2% | $10,614-90.5% | $5,651-82.2% |