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 | $12,588 | $43,075-70.8% | $74,583-83.1% | $62,891-80.0% |
| Participation rate | 91.2% | 58.1%+33.1pp | 68.1%+23.1pp | 69.3%+21.9pp |
| Annual return | 4.94% | 17.50%-12.6pp | 20.47%-15.5pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,172 | $1,498-21.7% | $2,525-53.6% | $2,281-48.6% |
| Participant deferral / active EE | $1,881 | $2,389-21.3% | $3,458-45.6% | $3,203-41.3% |
| Admin fee / account holder | $1,949 | $2,840-31.4% | $4,138-52.9% | $4,296-54.6% |