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 | $22,714 | $99,020-77.1% | $86,590-73.8% | $147,584-84.6% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,594 | $3,132-49.1% | $2,839-43.9% | $4,876-67.3% |
| Participant deferral / active EE | $2,894 | $3,972-27.1% | $3,609-19.8% | $5,439-46.8% |
| Admin fee / account holder | $347 | $5,710-93.9% | $4,906-92.9% | $10,885-96.8% |