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 | $5,329 | $74,888-92.9% | $71,209-92.5% | $142,382-96.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.65% | 345.14%-331.5pp | 282.51%-268.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $928 | $2,854-67.5% | $2,721-65.9% | $4,299-78.4% |
| Participant deferral / active EE | $1,259 | $4,454-71.7% | $4,175-69.9% | $6,507-80.7% |
| Admin fee / account holder | $729 | $5,568-86.9% | $5,349-86.4% | $12,624-94.2% |