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 6-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 | $43,050 | $55,706-22.7% | $75,886-43.3% | $72,985-41.0% |
| Participation rate | 94.4% | 61.1%+33.3pp | 69.3%+25.2pp | 69.5%+25.0pp |
| Annual return | 18.56% | 27.59%-9.0pp | 30.76%-12.2pp | 81.00%-62.4pp |
| Employer contribution / active EE | $650 | $1,687-61.5% | $2,500-74.0% | $2,440-73.4% |
| Participant deferral / active EE | $2,007 | $2,634-23.8% | $3,603-44.3% | $3,607-44.4% |
| Admin fee / account holder | $2,962 | $3,978-25.5% | $5,418-45.3% | $5,124-42.2% |