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 7-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 | $77,078 | $106,890-27.9% | $84,015-8.3% | $152,861-49.6% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 0.00% | 104.99%-105.0pp | 71.31%-71.3pp | 345.32%-345.3pp |
| Employer contribution / active EE | $434 | $2,734-84.1% | $1,983-78.1% | $4,762-90.9% |
| Participant deferral / active EE | $1,990 | $4,011-50.4% | $3,239-38.5% | $5,850-66.0% |
| Admin fee / account holder | $934 | $8,285-88.7% | $6,101-84.7% | $11,596-91.9% |