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 | $25,390 | $37,426-32.2% | $77,482-67.2% | $79,858-68.2% |
| Participation rate | 78.1% | 41.5%+36.6pp | 54.2%+23.9pp | 69.6%+8.4pp |
| Annual return | 29.22% | 39.70%-10.5pp | 54.79%-25.6pp | 31.71%-2.5pp |
| Employer contribution / active EE | $713 | $637+12.0% | $986-27.7% | $2,471-71.1% |
| Participant deferral / active EE | $2,039 | $1,260+61.8% | $1,861+9.5% | $3,740-45.5% |
| Admin fee / account holder | $850 | $2,504-66.0% | $2,858-70.3% | $5,306-84.0% |