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 | $13,411 | $43,327-69.0% | $59,878-77.6% | $64,186-79.1% |
| Participation rate | 95.8% | 69.2%+26.6pp | 74.7%+21.1pp | 69.6%+26.2pp |
| Annual return | 8.30% | -1.55%+9.8pp | 3.46%+4.8pp | 7.63%+0.7pp |
| Employer contribution / active EE | $1,872 | $2,028-7.7% | $2,722-31.2% | $2,381-21.4% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $321 | $3,005-89.3% | $3,590-91.1% | $4,888-93.4% |