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 | $32,991 | $55,706-40.8% | $75,886-56.5% | $72,985-54.8% |
| Participation rate | 85.2% | 61.1%+24.1pp | 69.3%+15.9pp | 69.5%+15.7pp |
| Annual return | 19.18% | 27.59%-8.4pp | 30.76%-11.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $613 | $1,687-63.7% | $2,500-75.5% | $2,440-74.9% |
| Participant deferral / active EE | $2,450 | $2,634-7.0% | $3,603-32.0% | $3,607-32.1% |
| Admin fee / account holder | $4,272 | $3,978+7.4% | $5,418-21.2% | $5,124-16.6% |