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 | $15,524 | $108,172-85.6% | $77,482-80.0% | $158,922-90.2% |
| Participation rate | 85.7% | 64.4%+21.3pp | 54.2%+31.5pp | 82.0%+3.8pp |
| Annual return | 6.95% | 31.67%-24.7pp | 54.79%-47.8pp | 302.83%-295.9pp |
| Employer contribution / active EE | $812 | $1,325-38.7% | $986-17.7% | $4,761-83.0% |
| Participant deferral / active EE | $2,534 | $2,456+3.2% | $1,861+36.1% | $5,982-57.6% |
| Admin fee / account holder | $1,668 | $3,708-55.0% | $2,858-41.6% | $11,246-85.2% |