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 | $28,161 | $45,035-37.5% | $62,995-55.3% | $70,131-59.8% |
| Participation rate | 97.4% | 69.5%+27.9pp | 74.8%+22.6pp | 69.5%+27.9pp |
| Annual return | 13.14% | 18.76%-5.6pp | 87.57%-74.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $784 | $2,051-61.8% | $2,759-71.6% | $2,342-66.5% |
| Participant deferral / active EE | $1,630 | $2,465-33.9% | $3,329-51.0% | $3,332-51.1% |
| Admin fee / account holder | $672 | $2,834-76.3% | $3,600-81.3% | $4,645-85.5% |