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 7-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 | $5,177 | $74,888-93.1% | $71,209-92.7% | $142,382-96.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.58% | 345.14%-328.6pp | 282.51%-265.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $559 | $2,854-80.4% | $2,721-79.4% | $4,299-87.0% |
| Participant deferral / active EE | $1,017 | $4,454-77.2% | $4,175-75.6% | $6,507-84.4% |
| Admin fee / account holder | $356 | $5,568-93.6% | $5,349-93.4% | $12,624-97.2% |