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 | $34,302 | $61,660-44.4% | $80,019-57.1% | $64,186-46.6% |
| Participation rate | 86.8% | 71.7%+15.2pp | 75.8%+11.0pp | 69.6%+17.3pp |
| Annual return | 9.72% | -0.33%+10.0pp | 11.22%-1.5pp | 7.63%+2.1pp |
| Employer contribution / active EE | $1,648 | $1,810-9.0% | $2,468-33.2% | $2,381-30.8% |
| Participant deferral / active EE | $3,722 | $2,968+25.4% | $3,686+1.0% | $3,470+7.3% |
| Admin fee / account holder | $469 | $5,417-91.3% | $6,521-92.8% | $4,888-90.4% |