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 | $39,065 | $43,327-9.8% | $59,878-34.8% | $64,186-39.1% |
| Participation rate | 97.6% | 69.2%+28.5pp | 74.7%+22.9pp | 69.6%+28.1pp |
| Annual return | 9.48% | -1.55%+11.0pp | 3.46%+6.0pp | 7.63%+1.8pp |
| Employer contribution / active EE | $1,850 | $2,028-8.8% | $2,722-32.0% | $2,381-22.3% |
| Participant deferral / active EE | $4,264 | $2,546+67.5% | $3,402+25.4% | $3,470+22.9% |
| Admin fee / account holder | $5,669 | $3,005+88.6% | $3,590+57.9% | $4,888+16.0% |