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 | $20,398 | $43,327-52.9% | $59,878-65.9% | $64,186-68.2% |
| Participation rate | 97.1% | 69.2%+28.0pp | 74.7%+22.4pp | 69.6%+27.6pp |
| Annual return | 9.55% | -1.55%+11.1pp | 3.46%+6.1pp | 7.63%+1.9pp |
| Employer contribution / active EE | $3,153 | $2,028+55.4% | $2,722+15.8% | $2,381+32.4% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $818 | $3,005-72.8% | $3,590-77.2% | $4,888-83.3% |