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 | $15,754 | $45,073-65.0% | $69,455-77.3% | $72,985-78.4% |
| Participation rate | 95.2% | 68.5%+26.7pp | 74.6%+20.6pp | 69.5%+25.8pp |
| Annual return | 6.49% | 22.65%-16.2pp | 28.97%-22.5pp | 81.00%-74.5pp |
| Employer contribution / active EE | $755 | $2,054-63.2% | $2,779-72.8% | $2,440-69.0% |
| Participant deferral / active EE | $2,202 | $2,602-15.4% | $3,535-37.7% | $3,607-39.0% |
| Admin fee / account holder | $590 | $3,056-80.7% | $3,839-84.6% | $5,124-88.5% |