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 | $40,594 | $54,726-25.8% | $68,793-41.0% | $64,186-36.8% |
| Participation rate | 72.7% | 68.0%+4.7pp | 72.2%+0.5pp | 69.6%+3.2pp |
| Annual return | 5.42% | -1.62%+7.0pp | -4.63%+10.1pp | 7.63%-2.2pp |
| Employer contribution / active EE | $2,145 | $1,846+16.2% | $2,625-18.3% | $2,381-9.9% |
| Participant deferral / active EE | $3,705 | $2,626+41.1% | $3,311+11.9% | $3,470+6.8% |
| Admin fee / account holder | $2,789 | $4,027-30.7% | $5,131-45.6% | $4,888-42.9% |