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 6-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 | $41,916 | $82,664-49.3% | $125,339-66.6% | $68,494-38.8% |
| Participation rate | 97.3% | 75.0%+22.3pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | 1.09% | -5.97%+7.1pp | 572.05%-571.0pp | -7.84%+8.9pp |
| Employer contribution / active EE | $7,799 | $3,381+130.7% | $4,814+62.0% | $2,596+200.4% |
| Participant deferral / active EE | $16,968 | $6,110+177.7% | $7,446+127.9% | $4,027+321.3% |
| Admin fee / account holder | $2,302 | $6,275-63.3% | $10,010-77.0% | $5,403-57.4% |