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 | $38,928 | $47,944-18.8% | $67,834-42.6% | $62,891-38.1% |
| Participation rate | 82.6% | 61.1%+21.5pp | 68.8%+13.8pp | 69.3%+13.3pp |
| Annual return | 12.07% | 11.77%+0.3pp | 138.47%-126.4pp | 20.14%-8.1pp |
| Employer contribution / active EE | $1,297 | $1,562-17.0% | $2,403-46.0% | $2,281-43.1% |
| Participant deferral / active EE | $3,371 | $2,247+50.0% | $3,160+6.7% | $3,203+5.2% |
| Admin fee / account holder | $3,970 | $3,712+7.0% | $4,622-14.1% | $4,296-7.6% |