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 7-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 | $12,131 | $65,685-81.5% | $57,179-78.8% | $273,961-95.6% |
| Participation rate | 85.7% | 78.3%+7.4pp | 75.3%+10.4pp | 83.0%+2.7pp |
| Annual return | 7.25% | 21.99%-14.7pp | 14.59%-7.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $660 | $3,279-79.9% | $2,682-75.4% | $4,869-86.4% |
| Participant deferral / active EE | $2,311 | $3,782-38.9% | $3,096-25.4% | $5,287-56.3% |
| Admin fee / account holder | $566 | $4,835-88.3% | $3,139-82.0% | $10,132-94.4% |