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 | $26,978 | $43,327-37.7% | $59,878-54.9% | $64,186-58.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 1.87% | -1.55%+3.4pp | 3.46%-1.6pp | 7.63%-5.8pp |
| Employer contribution / active EE | $686 | $2,028-66.2% | $2,722-74.8% | $2,381-71.2% |
| Participant deferral / active EE | $1,320 | $2,546-48.2% | $3,402-61.2% | $3,470-62.0% |
| Admin fee / account holder | $953 | $3,005-68.3% | $3,590-73.5% | $4,888-80.5% |