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 | $72,071-92.0% | $68,368-91.6% | $137,256-95.8% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | 17.06% | 353.14%-336.1pp | 292.57%-275.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $574 | $2,788-79.4% | $2,649-78.3% | $4,156-86.2% |
| Participant deferral / active EE | $821 | $4,410-81.4% | $4,123-80.1% | $6,407-87.2% |
| Admin fee / account holder | $1,569 | $5,336-70.6% | $5,150-69.5% | $12,270-87.2% |