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 | $41,426 | $54,726-24.3% | $68,793-39.8% | $64,186-35.5% |
| Participation rate | 79.0% | 68.0%+11.0pp | 72.2%+6.8pp | 69.6%+9.4pp |
| Annual return | 8.69% | -1.62%+10.3pp | -4.63%+13.3pp | 7.63%+1.1pp |
| Employer contribution / active EE | $624 | $1,846-66.2% | $2,625-76.2% | $2,381-73.8% |
| Participant deferral / active EE | $2,028 | $2,626-22.8% | $3,311-38.8% | $3,470-41.6% |
| Admin fee / account holder | $4,114 | $4,027+2.2% | $5,131-19.8% | $4,888-15.8% |