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 | $28,839 | $53,018-45.6% | $70,014-58.8% | $62,891-54.1% |
| Participation rate | 90.6% | 67.2%+23.4pp | 71.8%+18.8pp | 69.3%+21.3pp |
| Annual return | 6.12% | 13.35%-7.2pp | 12.99%-6.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $832 | $1,799-53.8% | $2,338-64.4% | $2,281-63.5% |
| Participant deferral / active EE | $4,407 | $2,395+84.0% | $2,931+50.4% | $3,203+37.6% |
| Admin fee / account holder | $917 | $3,690-75.1% | $4,380-79.1% | $4,296-78.7% |