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 | $34,664 | $43,327-20.0% | $59,878-42.1% | $64,186-46.0% |
| Participation rate | 95.3% | 69.2%+26.2pp | 74.7%+20.6pp | 69.6%+25.8pp |
| Annual return | 11.38% | -1.55%+12.9pp | 3.46%+7.9pp | 7.63%+3.8pp |
| Employer contribution / active EE | $1,943 | $2,028-4.2% | $2,722-28.6% | $2,381-18.4% |
| Participant deferral / active EE | $4,187 | $2,546+64.5% | $3,402+23.1% | $3,470+20.7% |
| Admin fee / account holder | $1,745 | $3,005-41.9% | $3,590-51.4% | $4,888-64.3% |