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 3-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 | $6,591 | $70,756-90.7% | $65,493-89.9% | $142,382-95.4% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 43.70% | 1754.89%-1711.2pp | 982.45%-938.7pp | 217.08%-173.4pp |
| Employer contribution / active EE | $1,317 | $2,881-54.3% | $2,574-48.8% | $4,299-69.4% |
| Participant deferral / active EE | $1,526 | $4,637-67.1% | $3,961-61.5% | $6,507-76.5% |
| Admin fee / account holder | $7,451 | $6,559+13.6% | $5,028+48.2% | $12,624-41.0% |