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 | $60,892-84.2% | $82,389-88.4% | $84,808-88.7% |
| Participation rate | 96.2% | 63.3%+32.9pp | 69.5%+26.6pp | 68.3%+27.8pp |
| Annual return | 19.39% | 37.29%-17.9pp | 28.67%-9.3pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,563 | $1,779-12.2% | $2,517-37.9% | $2,631-40.6% |
| Participant deferral / active EE | $2,661 | $3,179-16.3% | $4,155-36.0% | $4,212-36.8% |
| Admin fee / account holder | $2,390 | $5,467-56.3% | $7,231-66.9% | $7,344-67.5% |