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 | $29,827 | $35,183-15.2% | $73,545-59.4% | $70,131-57.5% |
| Participation rate | 86.8% | 42.9%+43.9pp | 54.9%+31.9pp | 69.5%+17.3pp |
| Annual return | 14.48% | 26.90%-12.4pp | -15.16%+29.6pp | 73.14%-58.7pp |
| Employer contribution / active EE | $520 | $709-26.6% | $1,219-57.3% | $2,342-77.8% |
| Participant deferral / active EE | $2,764 | $1,220+126.6% | $1,806+53.0% | $3,332-17.0% |
| Admin fee / account holder | $1,154 | $2,302-49.9% | $2,320-50.2% | $4,645-75.1% |