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 | $17,948 | $43,327-58.6% | $59,878-70.0% | $64,186-72.0% |
| Participation rate | 92.1% | 69.2%+22.9pp | 74.7%+17.4pp | 69.6%+22.5pp |
| Annual return | 5.92% | -1.55%+7.5pp | 3.46%+2.5pp | 7.63%-1.7pp |
| Employer contribution / active EE | $848 | $2,028-58.2% | $2,722-68.8% | $2,381-64.4% |
| Participant deferral / active EE | $1,448 | $2,546-43.1% | $3,402-57.4% | $3,470-58.3% |
| Admin fee / account holder | $463 | $3,005-84.6% | $3,590-87.1% | $4,888-90.5% |