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 | $17,113 | $99,020-82.7% | $86,590-80.2% | $147,584-88.4% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,062 | $3,132-66.1% | $2,839-62.6% | $4,876-78.2% |
| Participant deferral / active EE | $578 | $3,972-85.4% | $3,609-84.0% | $5,439-89.4% |
| Admin fee / account holder | $1,203 | $5,710-78.9% | $4,906-75.5% | $10,885-88.9% |