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 9-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 | $6,782 | $70,756-90.4% | $65,493-89.6% | $142,382-95.2% |
| Participation rate | 92.9% | 77.4%+15.5pp | 73.1%+19.8pp | 80.1%+12.7pp |
| Annual return | 20.63% | 1754.89%-1734.3pp | 982.45%-961.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,154 | $2,881-59.9% | $2,574-55.2% | $4,299-73.2% |
| Participant deferral / active EE | $1,528 | $4,637-67.1% | $3,961-61.4% | $6,507-76.5% |
| Admin fee / account holder | $504 | $6,559-92.3% | $5,028-90.0% | $12,624-96.0% |