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 | $24,742 | $54,726-54.8% | $68,793-64.0% | $64,186-61.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 8.35% | -1.62%+10.0pp | -4.63%+13.0pp | 7.63%+0.7pp |
| Employer contribution / active EE | $1,132 | $1,846-38.7% | $2,625-56.9% | $2,381-52.4% |
| Participant deferral / active EE | $2,515 | $2,626-4.2% | $3,311-24.0% | $3,470-27.5% |
| Admin fee / account holder | $2,618 | $4,027-35.0% | $5,131-49.0% | $4,888-46.4% |