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 | $45,308 | $198,466-77.2% | $170,442-73.4% | $147,584-69.3% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 0.00% | 257.29%-257.3pp | 205.93%-205.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,487 | $6,184-76.0% | $5,433-72.6% | $4,876-69.5% |
| Participant deferral / active EE | $2,925 | $5,629-48.0% | $4,939-40.8% | $5,439-46.2% |
| Admin fee / account holder | $506 | $16,852-97.0% | $13,880-96.4% | $10,885-95.4% |