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 | $19,877 | $45,152-56.0% | $73,843-73.1% | $59,632-66.7% |
| Participation rate | 98.5% | 64.0%+34.4pp | 73.4%+25.0pp | 68.7%+29.8pp |
| Annual return | -0.34% | 27.40%-27.7pp | 2267.84%-2268.2pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,517 | $1,902-20.2% | $2,787-45.6% | $2,203-31.1% |
| Participant deferral / active EE | $1,687 | $2,574-34.4% | $3,583-52.9% | $3,192-47.1% |
| Admin fee / account holder | $844 | $3,516-76.0% | $4,880-82.7% | $4,297-80.4% |