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 6-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 | $2,520 | $74,888-96.6% | $71,209-96.5% | $142,382-98.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 18.16% | 345.14%-327.0pp | 282.51%-264.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $726 | $2,854-74.6% | $2,721-73.3% | $4,299-83.1% |
| Participant deferral / active EE | $1,105 | $4,454-75.2% | $4,175-73.5% | $6,507-83.0% |
| Admin fee / account holder | $427 | $5,568-92.3% | $5,349-92.0% | $12,624-96.6% |