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 | $28,529 | $43,327-34.2% | $59,878-52.4% | $64,186-55.6% |
| Participation rate | 93.8% | 69.2%+24.6pp | 74.7%+19.1pp | 69.6%+24.2pp |
| Annual return | 9.93% | -1.55%+11.5pp | 3.46%+6.5pp | 7.63%+2.3pp |
| Employer contribution / active EE | $1,979 | $2,028-2.4% | $2,722-27.3% | $2,381-16.9% |
| Participant deferral / active EE | $3,557 | $2,546+39.7% | $3,402+4.5% | $3,470+2.5% |
| Admin fee / account holder | $1,918 | $3,005-36.2% | $3,590-46.6% | $4,888-60.8% |