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 3-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 | $5,658 | $101,618-94.4% | $93,063-93.9% | $137,256-95.9% |
| Participation rate | 75.0% | 74.9%+0.1pp | 72.1%+2.9pp | 80.0%-5.0pp |
| Annual return | 16.88% | 223.95%-207.1pp | 34.15%-17.3pp | 220.34%-203.5pp |
| Employer contribution / active EE | $818 | $2,707-69.8% | $2,476-66.9% | $4,156-80.3% |
| Participant deferral / active EE | $1,652 | $4,279-61.4% | $3,958-58.3% | $6,407-74.2% |
| Admin fee / account holder | $677 | $6,198-89.1% | $6,033-88.8% | $12,270-94.5% |