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 | $33,267 | $69,977-52.5% | $108,579-69.4% | $62,891-47.1% |
| Participation rate | 82.1% | 72.9%+9.2pp | 79.6%+2.6pp | 69.3%+12.8pp |
| Annual return | 7.41% | 10.73%-3.3pp | -51.70%+59.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,786 | $2,135-16.4% | $3,758-52.5% | $2,281-21.7% |
| Participant deferral / active EE | $3,091 | $3,165-2.3% | $4,311-28.3% | $3,203-3.5% |
| Admin fee / account holder | $3,872 | $5,076-23.7% | $7,645-49.4% | $4,296-9.9% |