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 | $10,112 | $158,398-93.6% | $126,539-92.0% | $142,382-92.9% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 17.20% | 593.76%-576.6pp | 425.95%-408.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $462 | $4,650-90.1% | $3,674-87.4% | $4,299-89.2% |
| Participant deferral / active EE | $1,110 | $4,767-76.7% | $4,083-72.8% | $6,507-82.9% |
| Admin fee / account holder | $1,851 | $6,918-73.3% | $6,065-69.5% | $12,624-85.3% |