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 3-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 | $16,011 | $68,719-76.7% | $91,541-82.5% | $84,808-81.1% |
| Participation rate | 81.0% | 64.5%+16.4pp | 69.8%+11.2pp | 68.3%+12.6pp |
| Annual return | 19.71% | 19.12%+0.6pp | 20.50%-0.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,503 | $1,920-21.7% | $2,505-40.0% | $2,631-42.9% |
| Participant deferral / active EE | $3,225 | $3,136+2.8% | $4,008-19.5% | $4,212-23.4% |
| Admin fee / account holder | $856 | $5,786-85.2% | $6,956-87.7% | $7,344-88.3% |