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 | $21,014 | $52,580-60.0% | $71,671-70.7% | $70,131-70.0% |
| Participation rate | 91.2% | 60.9%+30.3pp | 68.7%+22.4pp | 69.5%+21.6pp |
| Annual return | 13.73% | 20.25%-6.5pp | 20.65%-6.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $589 | $1,616-63.5% | $2,460-76.0% | $2,342-74.8% |
| Participant deferral / active EE | $1,793 | $2,386-24.8% | $3,438-47.8% | $3,332-46.2% |
| Admin fee / account holder | $1,159 | $3,653-68.3% | $5,558-79.1% | $4,645-75.0% |