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 | $6,428 | $104,974-93.9% | $95,585-93.3% | $142,382-95.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.54% | 210.33%-193.8pp | 38.56%-22.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $525 | $2,779-81.1% | $2,527-79.2% | $4,299-87.8% |
| Participant deferral / active EE | $1,311 | $4,352-69.9% | $4,023-67.4% | $6,507-79.8% |
| Admin fee / account holder | $1,830 | $6,386-71.3% | $6,127-70.1% | $12,624-85.5% |