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 7-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 | $18,344 | $59,107-69.0% | $86,436-78.8% | $68,494-73.2% |
| Participation rate | 93.1% | 75.2%+17.8pp | 80.3%+12.7pp | 67.9%+25.2pp |
| Annual return | -18.96% | -0.23%-18.7pp | 4394.89%-4413.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,300 | $5,901+40.6% | $6,952+19.4% | $4,027+106.1% |
| Admin fee / account holder | $4,383 | $5,637-22.2% | $6,731-34.9% | $5,403-18.9% |