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 | $28,518 | $39,122-27.1% | $57,179-50.1% | $62,891-54.7% |
| Participation rate | 92.6% | 70.5%+22.1pp | 75.3%+17.2pp | 69.3%+23.3pp |
| Annual return | 2.59% | 9.23%-6.6pp | 14.59%-12.0pp | 20.14%-17.6pp |
| Employer contribution / active EE | $1,097 | $1,874-41.5% | $2,682-59.1% | $2,281-51.9% |
| Participant deferral / active EE | $2,488 | $2,374+4.8% | $3,096-19.7% | $3,203-22.3% |
| Admin fee / account holder | $452 | $2,592-82.6% | $3,139-85.6% | $4,296-89.5% |