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 | $15,208 | $96,956-84.3% | $70,014-78.3% | $273,961-94.4% |
| Participation rate | 80.0% | 77.1%+2.9pp | 71.8%+8.2pp | 83.0%-3.0pp |
| Annual return | 6.53% | 12.93%-6.4pp | 12.99%-6.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $755 | $3,316-77.2% | $2,338-67.7% | $4,869-84.5% |
| Participant deferral / active EE | $1,333 | $3,744-64.4% | $2,931-54.5% | $5,287-74.8% |
| Admin fee / account holder | $544 | $7,934-93.1% | $4,380-87.6% | $10,132-94.6% |