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 5-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 | $9,591 | $58,627-83.6% | $76,735-87.5% | $82,448-88.4% |
| Participation rate | 96.2% | 63.2%+32.9pp | 69.5%+26.7pp | 68.1%+28.1pp |
| Annual return | 19.39% | 39.10%-19.7pp | 29.77%-10.4pp | 41.64%-22.3pp |
| Employer contribution / active EE | $1,563 | $1,729-9.6% | $2,454-36.3% | $2,551-38.7% |
| Participant deferral / active EE | $2,661 | $3,134-15.1% | $4,088-34.9% | $4,139-35.7% |
| Admin fee / account holder | $2,390 | $5,323-55.1% | $7,189-66.8% | $7,234-67.0% |