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 | $33,339 | $43,327-23.1% | $59,878-44.3% | $64,186-48.1% |
| Participation rate | 77.2% | 69.2%+8.0pp | 74.7%+2.5pp | 69.6%+7.6pp |
| Annual return | 7.74% | -1.55%+9.3pp | 3.46%+4.3pp | 7.63%+0.1pp |
| Employer contribution / active EE | $1,336 | $2,028-34.1% | $2,722-50.9% | $2,381-43.9% |
| Participant deferral / active EE | $2,050 | $2,546-19.5% | $3,402-39.7% | $3,470-40.9% |
| Admin fee / account holder | $3,351 | $3,005+11.5% | $3,590-6.7% | $4,888-31.4% |