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 | $14,720 | $37,426-60.7% | $77,482-81.0% | $79,858-81.6% |
| Participation rate | 79.3% | 41.5%+37.8pp | 54.2%+25.2pp | 69.6%+9.7pp |
| Annual return | 11.74% | 39.70%-28.0pp | 54.79%-43.0pp | 31.71%-20.0pp |
| Employer contribution / active EE | $789 | $637+24.0% | $986-20.0% | $2,471-68.0% |
| Participant deferral / active EE | $1,772 | $1,260+40.7% | $1,861-4.8% | $3,740-52.6% |
| Admin fee / account holder | $1,036 | $2,504-58.6% | $2,858-63.7% | $5,306-80.5% |