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 | $30,791 | $62,586-50.8% | $76,768-59.9% | $64,186-52.0% |
| Participation rate | 79.0% | 72.8%+6.2pp | 77.0%+2.1pp | 69.6%+9.5pp |
| Annual return | 7.44% | -1.95%+9.4pp | 2.43%+5.0pp | 7.63%-0.2pp |
| Employer contribution / active EE | $854 | $1,832-53.4% | $2,485-65.6% | $2,381-64.1% |
| Participant deferral / active EE | $1,454 | $3,145-53.7% | $3,852-62.2% | $3,470-58.1% |
| Admin fee / account holder | $3,687 | $4,667-21.0% | $6,675-44.8% | $4,888-24.6% |