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 | $32,951 | $35,183-6.3% | $73,545-55.2% | $70,131-53.0% |
| Participation rate | 85.1% | 42.9%+42.2pp | 54.9%+30.2pp | 69.5%+15.6pp |
| Annual return | 13.25% | 26.90%-13.7pp | -15.16%+28.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $738 | $709+4.2% | $1,219-39.4% | $2,342-68.5% |
| Participant deferral / active EE | $2,555 | $1,220+109.5% | $1,806+41.5% | $3,332-23.3% |
| Admin fee / account holder | $3,689 | $2,302+60.2% | $2,320+59.0% | $4,645-20.6% |