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 | $7,442 | $149,040-95.0% | $120,225-93.8% | $137,256-94.6% |
| Participation rate | 94.7% | 75.4%+19.3pp | 69.6%+25.2pp | 80.0%+14.8pp |
| Annual return | 20.64% | 605.68%-585.0pp | 439.23%-418.6pp | 220.34%-199.7pp |
| Employer contribution / active EE | $526 | $4,350-87.9% | $3,475-84.9% | $4,156-87.3% |
| Participant deferral / active EE | $1,792 | $4,655-61.5% | $3,999-55.2% | $6,407-72.0% |
| Admin fee / account holder | $313 | $6,348-95.1% | $5,696-94.5% | $12,270-97.4% |