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 | $29,083 | $78,694-63.0% | $67,652-57.0% | $125,391-76.8% |
| Participation rate | 76.2% | 78.8%-2.6pp | 75.7%+0.5pp | 83.2%-7.0pp |
| Annual return | 1.05% | 9.46%-8.4pp | 6625.04%-6624.0pp | 282.22%-281.2pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,425 | $4,292-66.8% | $3,560-60.0% | $5,352-73.4% |
| Admin fee / account holder | $1,696 | $7,403-77.1% | $4,821-64.8% | $9,540-82.2% |