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 9-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 | $30,868 | $43,327-28.8% | $59,878-48.4% | $64,186-51.9% |
| Participation rate | 81.6% | 69.2%+12.4pp | 74.7%+6.9pp | 69.6%+12.0pp |
| Annual return | 11.34% | -1.55%+12.9pp | 3.46%+7.9pp | 7.63%+3.7pp |
| Employer contribution / active EE | $1,034 | $2,028-49.0% | $2,722-62.0% | $2,381-56.6% |
| Participant deferral / active EE | $2,322 | $2,546-8.8% | $3,402-31.8% | $3,470-33.1% |
| Admin fee / account holder | $1,040 | $3,005-65.4% | $3,590-71.0% | $4,888-78.7% |