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 | $8,767 | $74,888-88.3% | $71,209-87.7% | $142,382-93.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 16.74% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $718 | $2,854-74.9% | $2,721-73.6% | $4,299-83.3% |
| Participant deferral / active EE | $1,033 | $4,454-76.8% | $4,175-75.3% | $6,507-84.1% |
| Admin fee / account holder | $704 | $5,568-87.4% | $5,349-86.8% | $12,624-94.4% |