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 | $27,341 | $62,586-56.3% | $76,768-64.4% | $64,186-57.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 5.98% | -1.95%+7.9pp | 2.43%+3.6pp | 7.63%-1.6pp |
| Employer contribution / active EE | $1,747 | $1,832-4.7% | $2,485-29.7% | $2,381-26.6% |
| Participant deferral / active EE | $1,949 | $3,145-38.0% | $3,852-49.4% | $3,470-43.8% |
| Admin fee / account holder | $5,021 | $4,667+7.6% | $6,675-24.8% | $4,888+2.7% |