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 | $12,941 | $45,035-71.3% | $62,995-79.5% | $70,131-81.5% |
| Participation rate | 97.7% | 69.5%+28.2pp | 74.8%+22.9pp | 69.5%+28.1pp |
| Annual return | 17.69% | 18.76%-1.1pp | 87.57%-69.9pp | 73.14%-55.5pp |
| Employer contribution / active EE | $834 | $2,051-59.3% | $2,759-69.8% | $2,342-64.4% |
| Participant deferral / active EE | $1,882 | $2,465-23.6% | $3,329-43.5% | $3,332-43.5% |
| Admin fee / account holder | $969 | $2,834-65.8% | $3,600-73.1% | $4,645-79.1% |