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 | $26,819 | $56,277-52.3% | $80,975-66.9% | $62,891-57.4% |
| Participation rate | 87.5% | 69.0%+18.5pp | 75.8%+11.7pp | 69.3%+18.2pp |
| Annual return | 5.99% | 22.12%-16.1pp | 17.10%-11.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,212 | $1,943-37.6% | $3,714-67.4% | $2,281-46.9% |
| Participant deferral / active EE | $4,022 | $4,195-4.1% | $5,696-29.4% | $3,203+25.6% |
| Admin fee / account holder | $6,904 | $3,741+84.6% | $5,516+25.2% | $4,296+60.7% |