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 | $61,125 | $45,152+35.4% | $73,843-17.2% | $59,632+2.5% |
| Participation rate | 97.1% | 64.0%+33.1pp | 73.4%+23.7pp | 68.7%+28.5pp |
| Annual return | -2.11% | 27.40%-29.5pp | 2267.84%-2269.9pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,494 | $1,902-21.4% | $2,787-46.4% | $2,203-32.2% |
| Participant deferral / active EE | $2,526 | $2,574-1.8% | $3,583-29.5% | $3,192-20.8% |
| Admin fee / account holder | $2,551 | $3,516-27.4% | $4,880-47.7% | $4,297-40.6% |