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 | $5,656 | $104,974-94.6% | $95,585-94.1% | $142,382-96.0% |
| Participation rate | 72.7% | 75.0%-2.2pp | 72.1%+0.7pp | 80.1%-7.4pp |
| Annual return | 16.97% | 210.33%-193.4pp | 38.56%-21.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $909 | $2,779-67.3% | $2,527-64.0% | $4,299-78.9% |
| Participant deferral / active EE | $910 | $4,352-79.1% | $4,023-77.4% | $6,507-86.0% |
| Admin fee / account holder | $1,101 | $6,386-82.8% | $6,127-82.0% | $12,624-91.3% |