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 | $74,888-91.6% | $71,209-91.2% | $142,382-95.6% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.1%-9.5pp |
| Annual return | 32.44% | 345.14%-312.7pp | 282.51%-250.1pp | 217.08%-184.6pp |
| Employer contribution / active EE | $595 | $2,854-79.2% | $2,721-78.1% | $4,299-86.2% |
| Participant deferral / active EE | $2,098 | $4,454-52.9% | $4,175-49.7% | $6,507-67.8% |
| Admin fee / account holder | $479 | $5,568-91.4% | $5,349-91.1% | $12,624-96.2% |