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 5-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 | $6,918 | $74,888-90.8% | $71,209-90.3% | $142,382-95.1% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 14.50% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $534 | $2,854-81.3% | $2,721-80.4% | $4,299-87.6% |
| Participant deferral / active EE | $795 | $4,454-82.1% | $4,175-80.9% | $6,507-87.8% |
| Admin fee / account holder | $4,244 | $5,568-23.8% | $5,349-20.7% | $12,624-66.4% |