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 | $10,924 | $39,122-72.1% | $57,179-80.9% | $62,891-82.6% |
| Participation rate | 83.3% | 70.5%+12.8pp | 75.3%+8.0pp | 69.3%+14.0pp |
| Annual return | 7.44% | 9.23%-1.8pp | 14.59%-7.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $420 | $1,874-77.6% | $2,682-84.3% | $2,281-81.6% |
| Participant deferral / active EE | $962 | $2,374-59.5% | $3,096-68.9% | $3,203-70.0% |
| Admin fee / account holder | $2,283 | $2,592-11.9% | $3,139-27.3% | $4,296-46.8% |