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 | $32,714 | $63,346-48.4% | $92,233-64.5% | $70,131-53.4% |
| Participation rate | 74.1% | 68.7%+5.4pp | 76.5%-2.4pp | 69.5%+4.5pp |
| Annual return | 0.00% | 530.12%-530.1pp | 176.28%-176.3pp | 73.14%-73.1pp |
| Employer contribution / active EE | $979 | $2,471-60.4% | $3,679-73.4% | $2,342-58.2% |
| Participant deferral / active EE | $1,276 | $2,854-55.3% | $3,897-67.3% | $3,332-61.7% |
| Admin fee / account holder | $316 | $3,840-91.8% | $5,194-93.9% | $4,645-93.2% |