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 | $26,959 | $58,577-54.0% | $83,333-67.6% | $64,186-58.0% |
| Participation rate | 93.0% | 72.0%+21.0pp | 77.8%+15.3pp | 69.6%+23.5pp |
| Annual return | -2.15% | 9.65%-11.8pp | 10.63%-12.8pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,992 | $2,098-5.1% | $3,379-41.0% | $2,381-16.3% |
| Participant deferral / active EE | $6,116 | $4,654+31.4% | $5,565+9.9% | $3,470+76.3% |
| Admin fee / account holder | $2,260 | $9,275-75.6% | $7,510-69.9% | $4,888-53.8% |