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 | $34,527 | $60,349-42.8% | $74,183-53.5% | $62,891-45.1% |
| Participation rate | 90.0% | 72.7%+17.3pp | 76.6%+13.4pp | 69.3%+20.7pp |
| Annual return | 8.21% | 21.37%-13.2pp | 17.74%-9.5pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,319 | $1,680-21.5% | $2,370-44.3% | $2,281-42.2% |
| Participant deferral / active EE | $3,373 | $2,856+18.1% | $3,550-5.0% | $3,203+5.3% |
| Admin fee / account holder | $3,223 | $4,261-24.4% | $5,586-42.3% | $4,296-25.0% |