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 | $17,813 | $43,327-58.9% | $59,878-70.3% | $64,186-72.2% |
| Participation rate | 98.6% | 69.2%+29.5pp | 74.7%+23.9pp | 69.6%+29.1pp |
| Annual return | 16.10% | -1.55%+17.6pp | 3.46%+12.6pp | 7.63%+8.5pp |
| Employer contribution / active EE | $2,216 | $2,028+9.3% | $2,722-18.6% | $2,381-6.9% |
| Participant deferral / active EE | $2,677 | $2,546+5.1% | $3,402-21.3% | $3,470-22.9% |
| Admin fee / account holder | $1,701 | $3,005-43.4% | $3,590-52.6% | $4,888-65.2% |