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 4-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 | $5,596 | $95,266-94.1% | $82,389-93.2% | $142,382-96.1% |
| Participation rate | 90.5% | 74.5%+16.0pp | 69.5%+20.9pp | 80.1%+10.4pp |
| Annual return | 19.69% | 25.74%-6.0pp | 28.67%-9.0pp | 217.08%-197.4pp |
| Employer contribution / active EE | $931 | $2,991-68.9% | $2,517-63.0% | $4,299-78.3% |
| Participant deferral / active EE | $1,151 | $4,809-76.1% | $4,155-72.3% | $6,507-82.3% |
| Admin fee / account holder | $378 | $8,563-95.6% | $7,231-94.8% | $12,624-97.0% |