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 | $29,100 | $67,411-56.8% | $91,001-68.0% | $70,131-58.5% |
| Participation rate | 88.9% | 71.4%+17.5pp | 75.6%+13.3pp | 69.5%+19.3pp |
| Annual return | 16.37% | -40.16%+56.5pp | 4.60%+11.8pp | 73.14%-56.8pp |
| Employer contribution / active EE | $511 | $1,786-71.4% | $2,456-79.2% | $2,342-78.2% |
| Participant deferral / active EE | $1,381 | $2,823-51.1% | $3,547-61.1% | $3,332-58.6% |
| Admin fee / account holder | $2,307 | $4,236-45.5% | $5,417-57.4% | $4,645-50.3% |