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 | $58,440 | $57,976+0.8% | $62,995-7.2% | $62,292-6.2% |
| Participation rate | 96.4% | 75.9%+20.4pp | 74.8%+21.6pp | 69.5%+26.8pp |
| Annual return | 14.12% | 17.54%-3.4pp | 87.57%-73.4pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,455 | $2,415-39.7% | $2,759-47.3% | $2,042-28.7% |
| Participant deferral / active EE | $2,905 | $2,956-1.7% | $3,329-12.7% | $3,169-8.3% |
| Admin fee / account holder | $2,315 | $276+739.5% | $3,600-35.7% | $479+383.0% |