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 9-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 | $31,231 | $45,152-30.8% | $73,843-57.7% | $59,632-47.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.36% | 27.40%-27.8pp | 2267.84%-2268.2pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $751 | $1,902-60.5% | $2,787-73.1% | $2,203-65.9% |
| Participant deferral / active EE | $2,914 | $2,574+13.2% | $3,583-18.7% | $3,192-8.7% |
| Admin fee / account holder | $426 | $3,516-87.9% | $4,880-91.3% | $4,297-90.1% |