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 5-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 | $7,060 | $74,888-90.6% | $71,209-90.1% | $142,382-95.0% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.1%+14.0pp |
| Annual return | 17.62% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $875 | $2,854-69.3% | $2,721-67.8% | $4,299-79.6% |
| Participant deferral / active EE | $1,693 | $4,454-62.0% | $4,175-59.5% | $6,507-74.0% |
| Admin fee / account holder | $849 | $5,568-84.8% | $5,349-84.1% | $12,624-93.3% |