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 | $72,071-96.5% | $68,368-96.3% | $137,256-98.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 18.16% | 353.14%-335.0pp | 292.57%-274.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $726 | $2,788-74.0% | $2,649-72.6% | $4,156-82.5% |
| Participant deferral / active EE | $1,105 | $4,410-74.9% | $4,123-73.2% | $6,407-82.7% |
| Admin fee / account holder | $427 | $5,336-92.0% | $5,150-91.7% | $12,270-96.5% |