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 | $32,913 | $69,977-53.0% | $108,579-69.7% | $62,891-47.7% |
| Participation rate | 86.7% | 72.9%+13.8pp | 79.6%+7.1pp | 69.3%+17.4pp |
| Annual return | 6.40% | 10.73%-4.3pp | -51.70%+58.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,250 | $2,135-41.5% | $3,758-66.8% | $2,281-45.2% |
| Participant deferral / active EE | $3,138 | $3,165-0.8% | $4,311-27.2% | $3,203-2.0% |
| Admin fee / account holder | $3,171 | $5,076-37.5% | $7,645-58.5% | $4,296-26.2% |