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 | $59,323 | $144,119-58.8% | $117,854-49.7% | $147,584-59.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 0.00% | 531.15%-531.1pp | 335.08%-335.1pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,656 | $4,896-66.2% | $3,786-56.3% | $4,876-66.0% |
| Participant deferral / active EE | $6,886 | $5,316+29.5% | $4,482+53.6% | $5,439+26.6% |
| Admin fee / account holder | $432 | $10,886-96.0% | $8,020-94.6% | $10,885-96.0% |