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 | $20,965 | $48,300-56.6% | $40,145,923-99.9% | $62,891-66.7% |
| Participation rate | 93.6% | 62.0%+31.6pp | 68.4%+25.2pp | 69.3%+24.3pp |
| Annual return | 5.37% | 6.95%-1.6pp | 5.24%+0.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $269 | $1,333-79.8% | $1,844-85.4% | $2,281-88.2% |
| Participant deferral / active EE | $1,318 | $2,388-44.8% | $2,591-49.1% | $3,203-58.8% |
| Admin fee / account holder | $1,762 | $2,919-39.6% | $2,903-39.3% | $4,296-59.0% |