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 | $11,793 | $45,073-73.8% | $69,455-83.0% | $72,985-83.8% |
| Participation rate | 75.0% | 68.5%+6.5pp | 74.6%+0.4pp | 69.5%+5.5pp |
| Annual return | 12.18% | 22.65%-10.5pp | 28.97%-16.8pp | 81.00%-68.8pp |
| Employer contribution / active EE | $845 | $2,054-58.8% | $2,779-69.6% | $2,440-65.4% |
| Participant deferral / active EE | $1,242 | $2,602-52.3% | $3,535-64.9% | $3,607-65.6% |
| Admin fee / account holder | $543 | $3,056-82.2% | $3,839-85.8% | $5,124-89.4% |