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 | $3,276 | $67,823-95.2% | $52,425-93.8% | $137,256-97.6% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 16.59% | 219.11%-202.5pp | 302.12%-285.5pp | 220.34%-203.7pp |
| Employer contribution / active EE | $656 | $1,163-43.6% | $914-28.2% | $4,156-84.2% |
| Participant deferral / active EE | $961 | $2,288-58.0% | $1,790-46.3% | $6,407-85.0% |
| Admin fee / account holder | $783 | $2,844-72.5% | $2,495-68.6% | $12,270-93.6% |