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 | $25,177 | $53,777-53.2% | $134,143-81.2% | $79,858-68.5% |
| Participation rate | 98.0% | 58.8%+39.2pp | 72.2%+25.8pp | 69.6%+28.3pp |
| Annual return | 16.32% | 19.01%-2.7pp | 36.33%-20.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,128 | $1,321-14.6% | $3,704-69.5% | $2,471-54.3% |
| Participant deferral / active EE | $1,759 | $2,420-27.3% | $3,499-49.7% | $3,740-53.0% |
| Admin fee / account holder | $571 | $3,984-85.7% | $6,684-91.5% | $5,306-89.2% |