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 5-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 | $4,973 | $74,888-93.4% | $71,209-93.0% | $142,382-96.5% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 15.88% | 345.14%-329.3pp | 282.51%-266.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $712 | $2,854-75.1% | $2,721-73.8% | $4,299-83.4% |
| Participant deferral / active EE | $715 | $4,454-83.9% | $4,175-82.9% | $6,507-89.0% |
| Admin fee / account holder | $858 | $5,568-84.6% | $5,349-84.0% | $12,624-93.2% |