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 9-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 | $28,879 | $65,685-56.0% | $57,179-49.5% | $273,961-89.5% |
| Participation rate | 95.8% | 78.3%+17.5pp | 75.3%+20.5pp | 83.0%+12.8pp |
| Annual return | 5.73% | 21.99%-16.3pp | 14.59%-8.9pp | 41.45%-35.7pp |
| Employer contribution / active EE | $937 | $3,279-71.4% | $2,682-65.1% | $4,869-80.8% |
| Participant deferral / active EE | $1,185 | $3,782-68.7% | $3,096-61.7% | $5,287-77.6% |
| Admin fee / account holder | $375 | $4,835-92.2% | $3,139-88.1% | $10,132-96.3% |