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 7-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 | $16,169 | $49,227-67.2% | $70,449-77.0% | $79,858-79.8% |
| Participation rate | 88.4% | 69.2%+19.2pp | 75.1%+13.3pp | 69.6%+18.7pp |
| Annual return | 19.42% | 30.06%-10.6pp | 109.03%-89.6pp | 31.71%-12.3pp |
| Employer contribution / active EE | $726 | $2,099-65.4% | $2,737-73.5% | $2,471-70.6% |
| Participant deferral / active EE | $1,803 | $2,768-34.8% | $3,709-51.4% | $3,740-51.8% |
| Admin fee / account holder | $1,244 | $2,878-56.8% | $3,845-67.6% | $5,306-76.6% |