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 | $28,624 | $62,672-54.3% | $185,117-84.5% | $70,131-59.2% |
| Participation rate | 93.3% | 63.8%+29.6pp | 77.3%+16.1pp | 69.5%+23.8pp |
| Annual return | 20.10% | 40.79%-20.7pp | 40.50%-20.4pp | 73.14%-53.0pp |
| Employer contribution / active EE | $522 | $1,753-70.2% | $4,182-87.5% | $2,342-77.7% |
| Participant deferral / active EE | $1,190 | $3,272-63.6% | $5,045-76.4% | $3,332-64.3% |
| Admin fee / account holder | $964 | $3,932-75.5% | $8,159-88.2% | $4,645-79.2% |