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 | $32,980 | $43,327-23.9% | $59,878-44.9% | $64,186-48.6% |
| Participation rate | 97.4% | 69.2%+28.3pp | 74.7%+22.7pp | 69.6%+27.9pp |
| Annual return | 11.14% | -1.55%+12.7pp | 3.46%+7.7pp | 7.63%+3.5pp |
| Employer contribution / active EE | $758 | $2,028-62.6% | $2,722-72.2% | $2,381-68.2% |
| Participant deferral / active EE | $1,731 | $2,546-32.0% | $3,402-49.1% | $3,470-50.1% |
| Admin fee / account holder | $340 | $3,005-88.7% | $3,590-90.5% | $4,888-93.0% |