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 | $24,587 | $113,339-78.3% | $94,993-74.1% | $147,584-83.3% |
| Participation rate | 95.5% | 78.0%+17.5pp | 73.9%+21.6pp | 82.8%+12.6pp |
| Annual return | 0.00% | 20.77%-20.8pp | 27.12%-27.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,407 | $3,160-55.5% | $2,603-46.0% | $4,876-71.1% |
| Participant deferral / active EE | $2,805 | $3,777-25.7% | $3,317-15.4% | $5,439-48.4% |
| Admin fee / account holder | $498 | $6,063-91.8% | $4,960-90.0% | $10,885-95.4% |