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 | $31,062 | $43,327-28.3% | $59,878-48.1% | $64,186-51.6% |
| Participation rate | 88.1% | 69.2%+19.0pp | 74.7%+13.4pp | 69.6%+18.6pp |
| Annual return | 9.42% | -1.55%+11.0pp | 3.46%+6.0pp | 7.63%+1.8pp |
| Employer contribution / active EE | $1,005 | $2,028-50.4% | $2,722-63.1% | $2,381-57.8% |
| Participant deferral / active EE | $2,528 | $2,546-0.7% | $3,402-25.7% | $3,470-27.1% |
| Admin fee / account holder | $2,845 | $3,005-5.3% | $3,590-20.7% | $4,888-41.8% |