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 | $23,340 | $62,586-62.7% | $76,768-69.6% | $64,186-63.6% |
| Participation rate | 72.7% | 72.8%-0.1pp | 77.0%-4.2pp | 69.6%+3.2pp |
| Annual return | 15.17% | -1.95%+17.1pp | 2.43%+12.7pp | 7.63%+7.5pp |
| Employer contribution / active EE | $1,625 | $1,832-11.3% | $2,485-34.6% | $2,381-31.8% |
| Participant deferral / active EE | $2,838 | $3,145-9.8% | $3,852-26.3% | $3,470-18.2% |
| Admin fee / account holder | $3,989 | $4,667-14.5% | $6,675-40.2% | $4,888-18.4% |