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 4-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 | $37,572 | $45,152-16.8% | $73,843-49.1% | $59,632-37.0% |
| Participation rate | 88.9% | 64.0%+24.9pp | 73.4%+15.4pp | 68.7%+20.2pp |
| Annual return | 0.16% | 27.40%-27.2pp | 2267.84%-2267.7pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $3,127 | $1,902+64.4% | $2,787+12.2% | $2,203+41.9% |
| Participant deferral / active EE | $2,261 | $2,574-12.2% | $3,583-36.9% | $3,192-29.2% |
| Admin fee / account holder | $8,540 | $3,516+142.9% | $4,880+75.0% | $4,297+98.8% |