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 | $30,037 | $48,076-37.5% | $78,689-61.8% | $62,891-52.2% |
| Participation rate | 80.0% | 65.2%+14.8pp | 73.6%+6.4pp | 69.3%+10.7pp |
| Annual return | 5.89% | 31.35%-25.5pp | 62.18%-56.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $839 | $2,015-58.4% | $2,851-70.6% | $2,281-63.2% |
| Participant deferral / active EE | $2,568 | $2,588-0.8% | $3,517-27.0% | $3,203-19.8% |
| Admin fee / account holder | $13,515 | $3,207+321.4% | $4,510+199.6% | $4,296+214.6% |