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 | $15,733 | $56,484-72.1% | $169,463-90.7% | $64,186-75.5% |
| Participation rate | 75.0% | 64.5%+10.5pp | 77.8%-2.8pp | 69.6%+5.4pp |
| Annual return | 9.41% | -1.55%+11.0pp | 1.83%+7.6pp | 7.63%+1.8pp |
| Employer contribution / active EE | $1,936 | $1,832+5.7% | $4,159-53.4% | $2,381-18.7% |
| Participant deferral / active EE | $2,128 | $3,448-38.3% | $5,277-59.7% | $3,470-38.7% |
| Admin fee / account holder | $4,710 | $4,174+12.8% | $9,109-48.3% | $4,888-3.6% |