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 | $18,492 | $45,073-59.0% | $69,455-73.4% | $72,985-74.7% |
| Participation rate | 80.6% | 68.5%+12.1pp | 74.6%+5.9pp | 69.5%+11.1pp |
| Annual return | 17.67% | 22.65%-5.0pp | 28.97%-11.3pp | 81.00%-63.3pp |
| Employer contribution / active EE | $931 | $2,054-54.7% | $2,779-66.5% | $2,440-61.9% |
| Participant deferral / active EE | $849 | $2,602-67.4% | $3,535-76.0% | $3,607-76.5% |
| Admin fee / account holder | $1,086 | $3,056-64.4% | $3,839-71.7% | $5,124-78.8% |