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 6-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 | $22,629 | $60,892-62.8% | $82,389-72.5% | $84,808-73.3% |
| Participation rate | 82.7% | 63.3%+19.4pp | 69.5%+13.1pp | 68.3%+14.4pp |
| Annual return | 19.66% | 37.29%-17.6pp | 28.67%-9.0pp | 40.90%-21.2pp |
| Employer contribution / active EE | $500 | $1,779-71.9% | $2,517-80.1% | $2,631-81.0% |
| Participant deferral / active EE | $3,510 | $3,179+10.4% | $4,155-15.5% | $4,212-16.7% |
| Admin fee / account holder | $1,003 | $5,467-81.7% | $7,231-86.1% | $7,344-86.3% |