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 6-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 | $2,735 | $72,071-96.2% | $68,368-96.0% | $137,256-98.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 15.31% | 353.14%-337.8pp | 292.57%-277.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,073 | $2,788-61.5% | $2,649-59.5% | $4,156-74.2% |
| Participant deferral / active EE | $1,748 | $4,410-60.4% | $4,123-57.6% | $6,407-72.7% |
| Admin fee / account holder | $1,052 | $5,336-80.3% | $5,150-79.6% | $12,270-91.4% |