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 | $39,199 | $69,977-44.0% | $108,579-63.9% | $62,891-37.7% |
| Participation rate | 83.8% | 72.9%+10.9pp | 79.6%+4.2pp | 69.3%+14.5pp |
| Annual return | 7.20% | 10.73%-3.5pp | -51.70%+58.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,746 | $2,135+75.4% | $3,758-0.3% | $2,281+64.2% |
| Participant deferral / active EE | $3,079 | $3,165-2.7% | $4,311-28.6% | $3,203-3.9% |
| Admin fee / account holder | $1,721 | $5,076-66.1% | $7,645-77.5% | $4,296-59.9% |