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 | $22,034 | $45,152-51.2% | $73,843-70.2% | $59,632-63.1% |
| Participation rate | 71.4% | 64.0%+7.4pp | 73.4%-2.0pp | 68.7%+2.8pp |
| Annual return | -0.86% | 27.40%-28.3pp | 2267.84%-2268.7pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $642 | $1,902-66.2% | $2,787-77.0% | $2,203-70.8% |
| Participant deferral / active EE | $1,598 | $2,574-37.9% | $3,583-55.4% | $3,192-49.9% |
| Admin fee / account holder | $5,948 | $3,516+69.2% | $4,880+21.9% | $4,297+38.4% |