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 | $15,199 | $64,517-76.4% | $81,438-81.3% | $80,874-81.2% |
| Participation rate | 85.2% | 63.9%+21.3pp | 69.5%+15.7pp | 67.6%+17.5pp |
| Annual return | 12.51% | 16.35%-3.8pp | 24.74%-12.2pp | 35.62%-23.1pp |
| Employer contribution / active EE | $456 | $1,982-77.0% | $2,460-81.5% | $2,756-83.5% |
| Participant deferral / active EE | $2,334 | $3,096-24.6% | $3,883-39.9% | $4,297-45.7% |
| Admin fee / account holder | $2,010 | $5,677-64.6% | $5,764-65.1% | $6,935-71.0% |