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 | $27,470 | $39,122-29.8% | $57,179-52.0% | $62,891-56.3% |
| Participation rate | 91.7% | 70.5%+21.2pp | 75.3%+16.3pp | 69.3%+22.4pp |
| Annual return | 2.49% | 9.23%-6.7pp | 14.59%-12.1pp | 20.14%-17.7pp |
| Employer contribution / active EE | $4,334 | $1,874+131.3% | $2,682+61.6% | $2,281+90.0% |
| Participant deferral / active EE | $3,125 | $2,374+31.7% | $3,096+0.9% | $3,203-2.4% |
| Admin fee / account holder | $964 | $2,592-62.8% | $3,139-69.3% | $4,296-77.5% |