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 8-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 | $29,853 | $95,971-68.9% | $74,550-60.0% | $135,375-77.9% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | 0.00% | 56.96%-57.0pp | 32.53%-32.5pp | 519.73%-519.7pp |
| Employer contribution / active EE | $10,331 | $2,716+280.4% | $1,961+426.9% | $4,779+116.2% |
| Participant deferral / active EE | $21,574 | $3,843+461.3% | $3,108+594.1% | $5,609+284.6% |
| Admin fee / account holder | $7,722 | $6,522+18.4% | $5,060+52.6% | $10,827-28.7% |