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 | $27,604 | $58,828-53.1% | $77,999-64.6% | $62,891-56.1% |
| Participation rate | 98.3% | 71.1%+27.2pp | 75.5%+22.8pp | 69.3%+29.0pp |
| Annual return | 6.05% | 17.16%-11.1pp | 425.96%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,418 | $1,672-15.2% | $2,470-42.6% | $2,281-37.8% |
| Participant deferral / active EE | $1,464 | $2,686-45.5% | $3,497-58.1% | $3,203-54.3% |
| Admin fee / account holder | $1,577 | $4,393-64.1% | $5,480-71.2% | $4,296-63.3% |