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 | $55,423 | $62,586-11.4% | $76,768-27.8% | $64,186-13.7% |
| Participation rate | 95.0% | 72.8%+22.2pp | 77.0%+18.0pp | 69.6%+25.4pp |
| Annual return | -5.43% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $980 | $1,832-46.5% | $2,485-60.6% | $2,381-58.8% |
| Participant deferral / active EE | $3,571 | $3,145+13.6% | $3,852-7.3% | $3,470+2.9% |
| Admin fee / account holder | $3,702 | $4,667-20.7% | $6,675-44.5% | $4,888-24.3% |