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 | $34,577 | $39,122-11.6% | $57,179-39.5% | $62,891-45.0% |
| Participation rate | 73.3% | 70.5%+2.8pp | 75.3%-2.0pp | 69.3%+4.0pp |
| Annual return | 8.39% | 9.23%-0.8pp | 14.59%-6.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,813 | $1,874-3.3% | $2,682-32.4% | $2,281-20.5% |
| Participant deferral / active EE | $3,355 | $2,374+41.3% | $3,096+8.4% | $3,203+4.7% |
| Admin fee / account holder | $3,655 | $2,592+41.0% | $3,139+16.4% | $4,296-14.9% |