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 6-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 | $26,385 | $61,774-57.3% | $97,226-72.9% | $80,856-67.4% |
| Participation rate | 70.5% | 63.5%+7.0pp | 72.7%-2.2pp | 67.6%+2.9pp |
| Annual return | 12.93% | -557.90%+570.8pp | 75.13%-62.2pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,630 | $3,029+52.9% | $4,264+8.6% | $4,296+7.8% |
| Admin fee / account holder | $8,271 | $5,166+60.1% | $5,654+46.3% | $6,918+19.6% |