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 | $29,312 | $78,926-62.9% | $136,749-78.6% | $84,808-65.4% |
| Participation rate | 79.5% | 62.2%+17.4pp | 72.1%+7.4pp | 68.3%+11.2pp |
| Annual return | 17.63% | 18.17%-0.5pp | 24.33%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $787 | $2,134-63.1% | $3,400-76.9% | $2,631-70.1% |
| Participant deferral / active EE | $4,253 | $3,168+34.2% | $4,692-9.3% | $4,212+1.0% |
| Admin fee / account holder | $4,334 | $6,369-32.0% | $11,386-61.9% | $7,344-41.0% |