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 6-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 | $75,227 | $90,674-17.0% | $96,707-22.2% | $82,448-8.8% |
| Participation rate | 87.2% | 75.9%+11.3pp | 80.4%+6.9pp | 68.1%+19.2pp |
| Annual return | 16.59% | 49.05%-32.5pp | 34.78%-18.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,341 | $3,975-41.1% | $4,191-44.1% | $2,551-8.2% |
| Participant deferral / active EE | $4,386 | $5,696-23.0% | $5,997-26.9% | $4,139+6.0% |
| Admin fee / account holder | $5,867 | $7,568-22.5% | $7,503-21.8% | $7,234-18.9% |