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 | $15,244 | $43,327-64.8% | $59,878-74.5% | $64,186-76.2% |
| Participation rate | 88.5% | 69.2%+19.4pp | 74.7%+13.8pp | 69.6%+19.0pp |
| Annual return | 6.34% | -1.55%+7.9pp | 3.46%+2.9pp | 7.63%-1.3pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,064 | $2,546+59.6% | $3,402+19.5% | $3,470+17.1% |
| Admin fee / account holder | $3,211 | $3,005+6.8% | $3,590-10.6% | $4,888-34.3% |