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 | $28,668 | $43,327-33.8% | $59,878-52.1% | $64,186-55.3% |
| Participation rate | 80.6% | 69.2%+11.4pp | 74.7%+5.9pp | 69.6%+11.0pp |
| Annual return | 9.99% | -1.55%+11.5pp | 3.46%+6.5pp | 7.63%+2.4pp |
| Employer contribution / active EE | $577 | $2,028-71.6% | $2,722-78.8% | $2,381-75.8% |
| Participant deferral / active EE | $1,209 | $2,546-52.5% | $3,402-64.5% | $3,470-65.2% |
| Admin fee / account holder | $3,379 | $3,005+12.4% | $3,590-5.9% | $4,888-30.9% |