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 | $25,555 | $53,777-52.5% | $134,143-80.9% | $79,858-68.0% |
| Participation rate | 93.5% | 58.8%+34.8pp | 72.2%+21.4pp | 69.6%+23.9pp |
| Annual return | 11.87% | 19.01%-7.1pp | 36.33%-24.5pp | 31.71%-19.8pp |
| Employer contribution / active EE | $2,383 | $1,321+80.4% | $3,704-35.7% | $2,471-3.5% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,499-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,427 | $3,984-64.2% | $6,684-78.6% | $5,306-73.1% |