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 7-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 | $33,098 | $99,020-66.6% | $86,590-61.8% | $147,584-77.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,031 | $3,132-67.1% | $2,839-63.7% | $4,876-78.9% |
| Participant deferral / active EE | $1,649 | $3,972-58.5% | $3,609-54.3% | $5,439-69.7% |
| Admin fee / account holder | $14,331 | $5,710+151.0% | $4,906+192.1% | $10,885+31.7% |