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 | $28,750 | $56,897-49.5% | $84,750-66.1% | $62,891-54.3% |
| Participation rate | 86.8% | 68.5%+18.3pp | 76.6%+10.3pp | 69.3%+17.5pp |
| Annual return | 7.33% | 6.30%+1.0pp | 22.78%-15.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,637 | $2,400-31.8% | $3,574-54.2% | $2,281-28.2% |
| Participant deferral / active EE | $3,616 | $2,709+33.5% | $3,712-2.6% | $3,203+12.9% |
| Admin fee / account holder | $633 | $3,581-82.3% | $5,332-88.1% | $4,296-85.3% |