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 | $13,144 | $43,327-69.7% | $59,878-78.0% | $64,186-79.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.25% | -1.55%+9.8pp | 3.46%+4.8pp | 7.63%+0.6pp |
| Employer contribution / active EE | $1,874 | $2,028-7.6% | $2,722-31.1% | $2,381-21.3% |
| Participant deferral / active EE | $2,556 | $2,546+0.4% | $3,402-24.9% | $3,470-26.3% |
| Admin fee / account holder | $1,192 | $3,005-60.3% | $3,590-66.8% | $4,888-75.6% |