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 | $31,840 | $43,327-26.5% | $59,878-46.8% | $64,186-50.4% |
| Participation rate | 97.1% | 69.2%+28.0pp | 74.7%+22.4pp | 69.6%+27.6pp |
| Annual return | 9.37% | -1.55%+10.9pp | 3.46%+5.9pp | 7.63%+1.7pp |
| Employer contribution / active EE | $4,456 | $2,028+119.7% | $2,722+63.7% | $2,381+87.2% |
| Participant deferral / active EE | $9,846 | $2,546+286.7% | $3,402+189.4% | $3,470+183.8% |
| Admin fee / account holder | $727 | $3,005-75.8% | $3,590-79.8% | $4,888-85.1% |