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 3-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 | $6,139 | $70,756-91.3% | $65,493-90.6% | $142,382-95.7% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.1%+7.4pp |
| Annual return | 17.19% | 1754.89%-1737.7pp | 982.45%-965.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,427 | $2,881-50.5% | $2,574-44.6% | $4,299-66.8% |
| Participant deferral / active EE | $1,995 | $4,637-57.0% | $3,961-49.6% | $6,507-69.3% |
| Admin fee / account holder | $1,423 | $6,559-78.3% | $5,028-71.7% | $12,624-88.7% |