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 | $13,652 | $48,076-71.6% | $78,689-82.7% | $62,891-78.3% |
| Participation rate | 96.5% | 65.2%+31.3pp | 73.6%+22.9pp | 69.3%+27.2pp |
| Annual return | 8.25% | 31.35%-23.1pp | 62.18%-53.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,285 | $2,015-36.2% | $2,851-54.9% | $2,281-43.7% |
| Participant deferral / active EE | $766 | $2,588-70.4% | $3,517-78.2% | $3,203-76.1% |
| Admin fee / account holder | $366 | $3,207-88.6% | $4,510-91.9% | $4,296-91.5% |