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 | $23,279 | $76,552-69.6% | $123,892-81.2% | $62,891-63.0% |
| Participation rate | 91.7% | 73.0%+18.7pp | 81.4%+10.3pp | 69.3%+22.4pp |
| Annual return | 5.90% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $803 | $2,883-72.1% | $4,617-82.6% | $2,281-64.8% |
| Participant deferral / active EE | $3,174 | $4,840-34.4% | $5,984-47.0% | $3,203-0.9% |
| Admin fee / account holder | $1,834 | $4,826-62.0% | $8,357-78.1% | $4,296-57.3% |