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 | $23,597 | $58,828-59.9% | $77,999-69.7% | $62,891-62.5% |
| Participation rate | 71.4% | 71.1%+0.4pp | 75.5%-4.1pp | 69.3%+2.1pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,243 | $1,672-25.6% | $2,470-49.7% | $2,281-45.5% |
| Participant deferral / active EE | $2,844 | $2,686+5.9% | $3,497-18.7% | $3,203-11.2% |
| Admin fee / account holder | $313 | $4,393-92.9% | $5,480-94.3% | $4,296-92.7% |