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 | $59,791 | $91,552-34.7% | $133,956-55.4% | $79,858-25.1% |
| Participation rate | 84.0% | 73.3%+10.7pp | 79.8%+4.2pp | 69.6%+14.4pp |
| Annual return | 16.62% | 61.85%-45.2pp | 45.09%-28.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,075 | $2,384-12.9% | $3,919-47.0% | $2,471-16.0% |
| Participant deferral / active EE | $5,611 | $3,733+50.3% | $5,048+11.2% | $3,740+50.0% |
| Admin fee / account holder | $3,947 | $6,321-37.6% | $8,927-55.8% | $5,306-25.6% |