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 | $18,173 | $76,000-76.1% | $154,107-88.2% | $64,186-71.7% |
| Participation rate | 94.9% | 70.4%+24.5pp | 83.0%+11.9pp | 69.6%+25.3pp |
| Annual return | -5.96% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,027 | $3,351-69.4% | $5,298-80.6% | $2,381-56.9% |
| Participant deferral / active EE | $2,009 | $3,175-36.7% | $5,081-60.5% | $3,470-42.1% |
| Admin fee / account holder | $957 | $5,596-82.9% | $13,411-92.9% | $4,888-80.4% |