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 | $18,579 | $50,958-63.5% | $74,550-75.1% | $64,186-71.1% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.1%+5.9pp | 69.6%+5.4pp |
| Annual return | 4.40% | -1.86%+6.3pp | 32.53%-28.1pp | 7.63%-3.2pp |
| Employer contribution / active EE | $1,579 | $1,115+41.6% | $1,961-19.5% | $2,381-33.7% |
| Participant deferral / active EE | $2,252 | $2,301-2.1% | $3,108-27.5% | $3,470-35.1% |
| Admin fee / account holder | $3,191 | $4,223-24.4% | $5,060-36.9% | $4,888-34.7% |