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 | $23,517 | $45,073-47.8% | $69,455-66.1% | $72,985-67.8% |
| Participation rate | 76.0% | 68.5%+7.5pp | 74.6%+1.4pp | 69.5%+6.5pp |
| Annual return | 13.34% | 22.65%-9.3pp | 28.97%-15.6pp | 81.00%-67.7pp |
| Employer contribution / active EE | $938 | $2,054-54.3% | $2,779-66.2% | $2,440-61.5% |
| Participant deferral / active EE | $4,771 | $2,602+83.4% | $3,535+34.9% | $3,607+32.3% |
| Admin fee / account holder | $2,837 | $3,056-7.2% | $3,839-26.1% | $5,124-44.6% |