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 | $16,718 | $45,035-62.9% | $62,995-73.5% | $70,131-76.2% |
| Participation rate | 87.8% | 69.5%+18.3pp | 74.8%+13.0pp | 69.5%+18.3pp |
| Annual return | 16.44% | 18.76%-2.3pp | 87.57%-71.1pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,220 | $2,051-40.5% | $2,759-55.8% | $2,342-47.9% |
| Participant deferral / active EE | $1,760 | $2,465-28.6% | $3,329-47.1% | $3,332-47.2% |
| Admin fee / account holder | $360 | $2,834-87.3% | $3,600-90.0% | $4,645-92.3% |