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 | $13,538 | $35,183-61.5% | $73,545-81.6% | $70,131-80.7% |
| Participation rate | 81.3% | 42.9%+38.3pp | 54.9%+26.3pp | 69.5%+11.7pp |
| Annual return | 15.99% | 26.90%-10.9pp | -15.16%+31.2pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,734 | $709+285.8% | $1,219+124.3% | $2,342+16.7% |
| Participant deferral / active EE | $1,356 | $1,220+11.1% | $1,806-24.9% | $3,332-59.3% |
| Admin fee / account holder | $675 | $2,302-70.7% | $2,320-70.9% | $4,645-85.5% |