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 7-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 | $10,124 | $80,717-87.5% | $154,803-93.5% | $84,808-88.1% |
| Participation rate | 92.0% | 66.8%+25.2pp | 78.1%+13.9pp | 68.3%+23.7pp |
| Annual return | 17.64% | 37.96%-20.3pp | 58.88%-41.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $620 | $2,761-77.5% | $4,305-85.6% | $2,631-76.4% |
| Participant deferral / active EE | $2,930 | $3,303-11.3% | $5,540-47.1% | $4,212-30.4% |
| Admin fee / account holder | $1,770 | $6,746-73.8% | $14,329-87.6% | $7,344-75.9% |