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 | $36,193 | $67,606-46.5% | $82,313-56.0% | $70,131-48.4% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.9%+6.0pp | 69.5%+13.3pp |
| Annual return | 13.88% | 21.57%-7.7pp | 25.88%-12.0pp | 73.14%-59.3pp |
| Employer contribution / active EE | $888 | $1,755-49.4% | $2,428-63.4% | $2,342-62.1% |
| Participant deferral / active EE | $2,769 | $2,987-7.3% | $3,706-25.3% | $3,332-16.9% |
| Admin fee / account holder | $957 | $4,512-78.8% | $5,608-82.9% | $4,645-79.4% |