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 | $59,640 | $79,944-25.4% | $98,439-39.4% | $75,163-20.7% |
| Participation rate | 88.5% | 70.4%+18.1pp | 75.2%+13.3pp | 67.2%+21.3pp |
| Annual return | 15.24% | 19.75%-4.5pp | 21.16%-5.9pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,161 | $2,264-48.7% | $3,048-61.9% | $2,670-56.5% |
| Participant deferral / active EE | $2,712 | $3,752-27.7% | $4,738-42.8% | $4,125-34.3% |
| Admin fee / account holder | $5,252 | $6,840-23.2% | $8,948-41.3% | $5,651-7.1% |