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 | $31,414 | $37,426-16.1% | $77,482-59.5% | $79,858-60.7% |
| Participation rate | 84.0% | 41.5%+42.5pp | 54.2%+29.8pp | 69.6%+14.4pp |
| Annual return | 20.16% | 39.70%-19.5pp | 54.79%-34.6pp | 31.71%-11.6pp |
| Employer contribution / active EE | $977 | $637+53.4% | $986-1.0% | $2,471-60.5% |
| Participant deferral / active EE | $4,016 | $1,260+218.7% | $1,861+115.8% | $3,740+7.4% |
| Admin fee / account holder | $2,573 | $2,504+2.8% | $2,858-9.9% | $5,306-51.5% |