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 | $40,862 | $43,327-5.7% | $59,878-31.8% | $64,186-36.3% |
| Participation rate | 97.5% | 69.2%+28.3pp | 74.7%+22.8pp | 69.6%+27.9pp |
| Annual return | 9.77% | -1.55%+11.3pp | 3.46%+6.3pp | 7.63%+2.1pp |
| Employer contribution / active EE | $1,334 | $2,028-34.2% | $2,722-51.0% | $2,381-44.0% |
| Participant deferral / active EE | $1,788 | $2,546-29.8% | $3,402-47.4% | $3,470-48.5% |
| Admin fee / account holder | $1,726 | $3,005-42.6% | $3,590-51.9% | $4,888-64.7% |