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 | $138,347 | $232,540-40.5% | $185,117-25.3% | $147,584-6.3% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,816 | $5,195-65.0% | $4,182-56.6% | $4,876-62.8% |
| Participant deferral / active EE | $2,478 | $5,834-57.5% | $5,045-50.9% | $5,439-54.4% |
| Admin fee / account holder | $695 | $10,275-93.2% | $8,159-91.5% | $10,885-93.6% |