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 | $20,712 | $45,035-54.0% | $62,995-67.1% | $70,131-70.5% |
| Participation rate | 80.6% | 69.5%+11.1pp | 74.8%+5.8pp | 69.5%+11.1pp |
| Annual return | 15.56% | 18.76%-3.2pp | 87.57%-72.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,779 | $2,051-13.3% | $2,759-35.5% | $2,342-24.1% |
| Participant deferral / active EE | $1,699 | $2,465-31.1% | $3,329-49.0% | $3,332-49.0% |
| Admin fee / account holder | $1,155 | $2,834-59.3% | $3,600-67.9% | $4,645-75.1% |