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 | $76,679 | $69,010+11.1% | $159,960-52.1% | $68,494+11.9% |
| Participation rate | 70.5% | 65.4%+5.1pp | 78.0%-7.4pp | 67.9%+2.6pp |
| Annual return | 38.09% | -9.65%+47.7pp | 408.60%-370.5pp | -7.84%+45.9pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,320 | $4,212+2.6% | $6,182-30.1% | $4,027+7.3% |
| Admin fee / account holder | $40,349 | $4,798+741.0% | $8,698+363.9% | $5,403+646.8% |