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 | $43,447 | $43,327+0.3% | $59,878-27.4% | $64,186-32.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.66% | -1.55%+10.2pp | 3.46%+5.2pp | 7.63%+1.0pp |
| Employer contribution / active EE | $1,930 | $2,028-4.9% | $2,722-29.1% | $2,381-19.0% |
| Participant deferral / active EE | $950 | $2,546-62.7% | $3,402-72.1% | $3,470-72.6% |
| Admin fee / account holder | $1,312 | $3,005-56.3% | $3,590-63.5% | $4,888-73.2% |