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 | $30,934 | $45,073-31.4% | $69,455-55.5% | $72,985-57.6% |
| Participation rate | 90.8% | 68.5%+22.3pp | 74.6%+16.2pp | 69.5%+21.3pp |
| Annual return | 5.73% | 22.65%-16.9pp | 28.97%-23.2pp | 81.00%-75.3pp |
| Employer contribution / active EE | $868 | $2,054-57.7% | $2,779-68.8% | $2,440-64.4% |
| Participant deferral / active EE | $2,338 | $2,602-10.1% | $3,535-33.9% | $3,607-35.2% |
| Admin fee / account holder | $1,868 | $3,056-38.9% | $3,839-51.3% | $5,124-63.5% |