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 | $34,703 | $87,540-60.4% | $75,781-54.2% | $125,391-72.3% |
| Participation rate | 92.3% | 80.2%+12.1pp | 75.8%+16.5pp | 83.2%+9.1pp |
| Annual return | 4.46% | 13.48%-9.0pp | 9.68%-5.2pp | 282.22%-277.8pp |
| Employer contribution / active EE | $1,194 | $3,930-69.6% | $3,323-64.1% | $4,866-75.5% |
| Participant deferral / active EE | $7,983 | $4,229+88.8% | $3,651+118.6% | $5,352+49.2% |
| Admin fee / account holder | $1,181 | $6,502-81.8% | $5,299-77.7% | $9,540-87.6% |