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 | $13,319 | $47,848-72.2% | $81,478-83.7% | $70,131-81.0% |
| Participation rate | 73.1% | 58.3%+14.8pp | 68.0%+5.1pp | 69.5%+3.5pp |
| Annual return | 19.55% | 27.25%-7.7pp | 38.78%-19.2pp | 73.14%-53.6pp |
| Employer contribution / active EE | $841 | $1,527-44.9% | $2,568-67.3% | $2,342-64.1% |
| Participant deferral / active EE | $1,943 | $2,453-20.8% | $3,537-45.1% | $3,332-41.7% |
| Admin fee / account holder | $1,475 | $3,145-53.1% | $4,561-67.7% | $4,645-68.2% |