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 | $31,651 | $49,280-35.8% | $67,313-53.0% | $64,186-50.7% |
| Participation rate | 98.5% | 60.8%+37.7pp | 69.1%+29.4pp | 69.6%+28.9pp |
| Annual return | 3.53% | -1.39%+4.9pp | -4.08%+7.6pp | 7.63%-4.1pp |
| Employer contribution / active EE | $1,049 | $1,668-37.1% | $2,566-59.1% | $2,381-56.0% |
| Participant deferral / active EE | $1,515 | $2,484-39.0% | $3,568-57.5% | $3,470-56.3% |
| Admin fee / account holder | $3,347 | $3,863-13.4% | $4,507-25.7% | $4,888-31.5% |