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 | $18,040 | $45,035-59.9% | $62,995-71.4% | $70,131-74.3% |
| Participation rate | 95.3% | 69.5%+25.8pp | 74.8%+20.5pp | 69.5%+25.8pp |
| Annual return | 17.89% | 18.76%-0.9pp | 87.57%-69.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $895 | $2,051-56.4% | $2,759-67.6% | $2,342-61.8% |
| Participant deferral / active EE | $3,067 | $2,465+24.4% | $3,329-7.9% | $3,332-7.9% |
| Admin fee / account holder | $2,142 | $2,834-24.4% | $3,600-40.5% | $4,645-53.9% |