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 | $33,840 | $45,073-24.9% | $69,455-51.3% | $72,985-53.6% |
| Participation rate | 91.9% | 68.5%+23.4pp | 74.6%+17.3pp | 69.5%+22.4pp |
| Annual return | 17.68% | 22.65%-5.0pp | 28.97%-11.3pp | 81.00%-63.3pp |
| Employer contribution / active EE | $783 | $2,054-61.9% | $2,779-71.8% | $2,440-67.9% |
| Participant deferral / active EE | $2,367 | $2,602-9.0% | $3,535-33.1% | $3,607-34.4% |
| Admin fee / account holder | $1,155 | $3,056-62.2% | $3,839-69.9% | $5,124-77.5% |