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 | $19,500 | $45,035-56.7% | $62,995-69.0% | $70,131-72.2% |
| Participation rate | 91.8% | 69.5%+22.3pp | 74.8%+17.0pp | 69.5%+22.3pp |
| Annual return | 12.13% | 18.76%-6.6pp | 87.57%-75.4pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,490 | $2,051-27.4% | $2,759-46.0% | $2,342-36.4% |
| Participant deferral / active EE | $1,334 | $2,465-45.9% | $3,329-59.9% | $3,332-60.0% |
| Admin fee / account holder | $315 | $2,834-88.9% | $3,600-91.3% | $4,645-93.2% |