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 9-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 | $31,323 | $43,327-27.7% | $59,878-47.7% | $64,186-51.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.58% | -1.55%+12.1pp | 3.46%+7.1pp | 7.63%+3.0pp |
| Employer contribution / active EE | $2,080 | $2,028+2.5% | $2,722-23.6% | $2,381-12.6% |
| Participant deferral / active EE | $2,465 | $2,546-3.2% | $3,402-27.5% | $3,470-29.0% |
| Admin fee / account holder | $1,434 | $3,005-52.3% | $3,590-60.1% | $4,888-70.7% |