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 | $43,946 | $77,813-43.5% | $123,544-64.4% | $64,186-31.5% |
| Participation rate | 74.3% | 74.7%-0.4pp | 82.3%-8.0pp | 69.6%+4.7pp |
| Annual return | -6.36% | 12.48%-18.8pp | 119.20%-125.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,834 | $5,240-45.9% | $6,426-55.9% | $3,470-18.3% |
| Admin fee / account holder | $2,512 | $5,519-54.5% | $9,284-72.9% | $4,888-48.6% |