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 | $6,283 | $72,071-91.3% | $68,368-90.8% | $137,256-95.4% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.0%-9.4pp |
| Annual return | 32.44% | 353.14%-320.7pp | 292.57%-260.1pp | 220.34%-187.9pp |
| Employer contribution / active EE | $595 | $2,788-78.7% | $2,649-77.5% | $4,156-85.7% |
| Participant deferral / active EE | $2,098 | $4,410-52.4% | $4,123-49.1% | $6,407-67.2% |
| Admin fee / account holder | $479 | $5,336-91.0% | $5,150-90.7% | $12,270-96.1% |