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 | $16,885 | $39,122-56.8% | $57,179-70.5% | $62,891-73.2% |
| Participation rate | 96.7% | 70.5%+26.2pp | 75.3%+21.3pp | 69.3%+27.4pp |
| Annual return | 6.70% | 9.23%-2.5pp | 14.59%-7.9pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,417 | $1,874-24.4% | $2,682-47.2% | $2,281-37.9% |
| Participant deferral / active EE | $1,297 | $2,374-45.3% | $3,096-58.1% | $3,203-59.5% |
| Admin fee / account holder | $2,866 | $2,592+10.6% | $3,139-8.7% | $4,296-33.3% |