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 | $28,800 | $49,280-41.6% | $67,313-57.2% | $64,186-55.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 9.03% | -1.39%+10.4pp | -4.08%+13.1pp | 7.63%+1.4pp |
| Employer contribution / active EE | $1,033 | $1,668-38.1% | $2,566-59.7% | $2,381-56.6% |
| Participant deferral / active EE | $1,459 | $2,484-41.3% | $3,568-59.1% | $3,470-58.0% |
| Admin fee / account holder | $515 | $3,863-86.7% | $4,507-88.6% | $4,888-89.5% |