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 | $8,334 | $35,183-76.3% | $73,545-88.7% | $70,131-88.1% |
| Participation rate | 75.4% | 42.9%+32.4pp | 54.9%+20.4pp | 69.5%+5.8pp |
| Annual return | 16.05% | 26.90%-10.9pp | -15.16%+31.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $940 | $709+32.7% | $1,219-22.8% | $2,342-59.8% |
| Participant deferral / active EE | $362 | $1,220-70.4% | $1,806-80.0% | $3,332-89.1% |
| Admin fee / account holder | $386 | $2,302-83.3% | $2,320-83.4% | $4,645-91.7% |