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 | $20,002 | $39,122-48.9% | $57,179-65.0% | $62,891-68.2% |
| Participation rate | 96.0% | 70.5%+25.5pp | 75.3%+20.7pp | 69.3%+26.7pp |
| Annual return | 5.50% | 9.23%-3.7pp | 14.59%-9.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $602 | $1,874-67.9% | $2,682-77.6% | $2,281-73.6% |
| Participant deferral / active EE | $1,545 | $2,374-34.9% | $3,096-50.1% | $3,203-51.8% |
| Admin fee / account holder | $718 | $2,592-72.3% | $3,139-77.1% | $4,296-83.3% |