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 8-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 | $30,604 | $52,836-42.1% | $105,738-71.1% | $64,186-52.3% |
| Participation rate | 78.7% | 66.5%+12.2pp | 76.3%+2.4pp | 69.6%+9.2pp |
| Annual return | 0.00% | 14.30%-14.3pp | 6.27%-6.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,555 | $1,827-14.9% | $3,268-52.4% | $2,381-34.7% |
| Participant deferral / active EE | $2,633 | $2,545+3.5% | $4,080-35.5% | $3,470-24.1% |
| Admin fee / account holder | $2,087 | $3,959-47.3% | $6,913-69.8% | $4,888-57.3% |