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 | $28,849 | $35,183-18.0% | $73,545-60.8% | $70,131-58.9% |
| Participation rate | 90.7% | 42.9%+47.8pp | 54.9%+35.8pp | 69.5%+21.2pp |
| Annual return | 13.74% | 26.90%-13.2pp | -15.16%+28.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $547 | $709-22.9% | $1,219-55.2% | $2,342-76.7% |
| Participant deferral / active EE | $1,052 | $1,220-13.8% | $1,806-41.7% | $3,332-68.4% |
| Admin fee / account holder | $3,735 | $2,302+62.2% | $2,320+61.0% | $4,645-19.6% |