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 | $65,521 | $49,280+33.0% | $67,313-2.7% | $64,186+2.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 8.86% | -1.39%+10.3pp | -4.08%+12.9pp | 7.63%+1.2pp |
| Employer contribution / active EE | $1,824 | $1,668+9.3% | $2,566-28.9% | $2,381-23.4% |
| Participant deferral / active EE | $2,483 | $2,4840% | $3,568-30.4% | $3,470-28.4% |
| Admin fee / account holder | $770 | $3,863-80.1% | $4,507-82.9% | $4,888-84.2% |