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 7-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 | $5,762 | $74,888-92.3% | $71,209-91.9% | $142,382-96.0% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 17.06% | 345.14%-328.1pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $574 | $2,854-79.9% | $2,721-78.9% | $4,299-86.6% |
| Participant deferral / active EE | $821 | $4,454-81.6% | $4,175-80.3% | $6,507-87.4% |
| Admin fee / account holder | $1,569 | $5,568-71.8% | $5,349-70.7% | $12,624-87.6% |