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 | $26,834 | $49,227-45.5% | $70,449-61.9% | $79,858-66.4% |
| Participation rate | 97.0% | 69.2%+27.8pp | 75.1%+22.0pp | 69.6%+27.4pp |
| Annual return | 11.76% | 30.06%-18.3pp | 109.03%-97.3pp | 31.71%-20.0pp |
| Employer contribution / active EE | $918 | $2,099-56.3% | $2,737-66.5% | $2,471-62.9% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $747 | $2,878-74.0% | $3,845-80.6% | $5,306-85.9% |