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 | $32,691 | $45,073-27.5% | $69,455-52.9% | $72,985-55.2% |
| Participation rate | 83.6% | 68.5%+15.1pp | 74.6%+9.0pp | 69.5%+14.1pp |
| Annual return | 6.75% | 22.65%-15.9pp | 28.97%-22.2pp | 81.00%-74.3pp |
| Employer contribution / active EE | $874 | $2,054-57.4% | $2,779-68.5% | $2,440-64.2% |
| Participant deferral / active EE | $2,410 | $2,602-7.4% | $3,535-31.8% | $3,607-33.2% |
| Admin fee / account holder | $532 | $3,056-82.6% | $3,839-86.1% | $5,124-89.6% |