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 | $28,959 | $52,681-45.0% | $75,781-61.8% | $59,632-51.4% |
| Participation rate | 94.1% | 67.2%+26.9pp | 75.8%+18.3pp | 68.7%+25.4pp |
| Annual return | 0.43% | 2.95%-2.5pp | 9.68%-9.3pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,275 | $2,193-41.9% | $3,323-61.6% | $2,203-42.1% |
| Participant deferral / active EE | $2,677 | $2,591+3.3% | $3,651-26.7% | $3,192-16.1% |
| Admin fee / account holder | $7,967 | $3,610+120.7% | $5,299+50.3% | $4,297+85.4% |