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 5-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 | $30,672 | $45,073-32.0% | $69,455-55.8% | $72,985-58.0% |
| Participation rate | 94.3% | 68.5%+25.8pp | 74.6%+19.7pp | 69.5%+24.8pp |
| Annual return | 10.49% | 22.65%-12.2pp | 28.97%-18.5pp | 81.00%-70.5pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $839 | $2,602-67.7% | $3,535-76.3% | $3,607-76.7% |
| Admin fee / account holder | $2,547 | $3,056-16.6% | $3,839-33.7% | $5,124-50.3% |