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 | $39,206 | $45,073-13.0% | $69,455-43.6% | $72,985-46.3% |
| Participation rate | 88.5% | 68.5%+20.0pp | 74.6%+13.9pp | 69.5%+19.0pp |
| Annual return | 5.83% | 22.65%-16.8pp | 28.97%-23.1pp | 81.00%-75.2pp |
| Employer contribution / active EE | $1,380 | $2,054-32.8% | $2,779-50.3% | $2,440-43.4% |
| Participant deferral / active EE | $2,186 | $2,602-16.0% | $3,535-38.2% | $3,607-39.4% |
| Admin fee / account holder | $2,379 | $3,056-22.2% | $3,839-38.0% | $5,124-53.6% |