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 | $28,544 | $60,349-52.7% | $74,183-61.5% | $62,891-54.6% |
| Participation rate | 84.4% | 72.7%+11.7pp | 76.6%+7.8pp | 69.3%+15.1pp |
| Annual return | 5.50% | 21.37%-15.9pp | 17.74%-12.2pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,647 | $1,680-2.0% | $2,370-30.5% | $2,281-27.8% |
| Participant deferral / active EE | $4,217 | $2,856+47.7% | $3,550+18.8% | $3,203+31.7% |
| Admin fee / account holder | $5,710 | $4,261+34.0% | $5,586+2.2% | $4,296+32.9% |