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 | $30,160 | $43,075-30.0% | $74,583-59.6% | $62,891-52.0% |
| Participation rate | 73.1% | 58.1%+15.0pp | 68.1%+5.0pp | 69.3%+3.8pp |
| Annual return | 9.17% | 17.50%-8.3pp | 20.47%-11.3pp | 20.14%-11.0pp |
| Employer contribution / active EE | $1,520 | $1,498+1.5% | $2,525-39.8% | $2,281-33.4% |
| Participant deferral / active EE | $4,070 | $2,389+70.3% | $3,458+17.7% | $3,203+27.1% |
| Admin fee / account holder | $1,130 | $2,840-60.2% | $4,138-72.7% | $4,296-73.7% |