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 9-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 | $15,684 | $45,035-65.2% | $62,995-75.1% | $70,131-77.6% |
| Participation rate | 74.0% | 69.5%+4.5pp | 74.8%-0.8pp | 69.5%+4.5pp |
| Annual return | 19.71% | 18.76%+1.0pp | 87.57%-67.9pp | 73.14%-53.4pp |
| Employer contribution / active EE | $944 | $2,051-54.0% | $2,759-65.8% | $2,342-59.7% |
| Participant deferral / active EE | $1,698 | $2,465-31.1% | $3,329-49.0% | $3,332-49.0% |
| Admin fee / account holder | $825 | $2,834-70.9% | $3,600-77.1% | $4,645-82.2% |