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 | $12,155 | $39,122-68.9% | $57,179-78.7% | $62,891-80.7% |
| Participation rate | 90.7% | 70.5%+20.2pp | 75.3%+15.4pp | 69.3%+21.4pp |
| Annual return | 4.63% | 9.23%-4.6pp | 14.59%-10.0pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,568 | $1,874-16.3% | $2,682-41.6% | $2,281-31.3% |
| Participant deferral / active EE | $2,818 | $2,374+18.7% | $3,096-9.0% | $3,203-12.0% |
| Admin fee / account holder | $1,881 | $2,592-27.4% | $3,139-40.1% | $4,296-56.2% |