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 | $26,950 | $77,813-65.4% | $123,544-78.2% | $64,186-58.0% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.3%+4.5pp | 69.6%+17.3pp |
| Annual return | 6.96% | 12.48%-5.5pp | 119.20%-112.2pp | 7.63%-0.7pp |
| Employer contribution / active EE | $1,888 | $3,014-37.3% | $4,628-59.2% | $2,381-20.7% |
| Participant deferral / active EE | $2,845 | $5,240-45.7% | $6,426-55.7% | $3,470-18.0% |
| Admin fee / account holder | $1,357 | $5,519-75.4% | $9,284-85.4% | $4,888-72.2% |