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 | $37,838 | $54,726-30.9% | $68,793-45.0% | $64,186-41.0% |
| Participation rate | 84.1% | 68.0%+16.0pp | 72.2%+11.8pp | 69.6%+14.5pp |
| Annual return | 7.18% | -1.62%+8.8pp | -4.63%+11.8pp | 7.63%-0.4pp |
| Employer contribution / active EE | $2,010 | $1,846+8.9% | $2,625-23.4% | $2,381-15.6% |
| Participant deferral / active EE | $2,666 | $2,626+1.5% | $3,311-19.5% | $3,470-23.1% |
| Admin fee / account holder | $1,225 | $4,027-69.6% | $5,131-76.1% | $4,888-74.9% |