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 | $17,316 | $43,075-59.8% | $74,583-76.8% | $62,891-72.5% |
| Participation rate | 81.3% | 58.1%+23.2pp | 68.1%+13.1pp | 69.3%+11.9pp |
| Annual return | 7.76% | 17.50%-9.7pp | 20.47%-12.7pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,504 | $1,498+0.4% | $2,525-40.4% | $2,281-34.1% |
| Participant deferral / active EE | $1,978 | $2,389-17.2% | $3,458-42.8% | $3,203-38.2% |
| Admin fee / account holder | $814 | $2,840-71.4% | $4,138-80.3% | $4,296-81.1% |