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 9-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 | $34,533 | $43,327-20.3% | $59,878-42.3% | $64,186-46.2% |
| Participation rate | 92.7% | 69.2%+23.5pp | 74.7%+18.0pp | 69.6%+23.1pp |
| Annual return | 12.23% | -1.55%+13.8pp | 3.46%+8.8pp | 7.63%+4.6pp |
| Employer contribution / active EE | $503 | $2,028-75.2% | $2,722-81.5% | $2,381-78.9% |
| Participant deferral / active EE | $852 | $2,546-66.5% | $3,402-74.9% | $3,470-75.4% |
| Admin fee / account holder | $1,654 | $3,005-45.0% | $3,590-53.9% | $4,888-66.2% |