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 | $6,643 | $70,756-90.6% | $65,493-89.9% | $142,382-95.3% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 18.16% | 1754.89%-1736.7pp | 982.45%-964.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,015 | $2,881-30.0% | $2,574-21.7% | $4,299-53.1% |
| Participant deferral / active EE | $2,229 | $4,637-51.9% | $3,961-43.7% | $6,507-65.8% |
| Admin fee / account holder | $642 | $6,559-90.2% | $5,028-87.2% | $12,624-94.9% |