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 | $39,994 | $39,122+2.2% | $57,179-30.1% | $62,891-36.4% |
| Participation rate | 94.4% | 70.5%+23.9pp | 75.3%+19.1pp | 69.3%+25.1pp |
| Annual return | 1.82% | 9.23%-7.4pp | 14.59%-12.8pp | 20.14%-18.3pp |
| Employer contribution / active EE | $498 | $1,874-73.4% | $2,682-81.4% | $2,281-78.1% |
| Participant deferral / active EE | $2,337 | $2,374-1.5% | $3,096-24.5% | $3,203-27.0% |
| Admin fee / account holder | $2,839 | $2,592+9.5% | $3,139-9.6% | $4,296-33.9% |