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 | $6,906 | $32,117-78.5% | $71,086-90.3% | $64,186-89.2% |
| Participation rate | 86.2% | 42.7%+43.5pp | 54.7%+31.6pp | 69.6%+16.6pp |
| Annual return | -0.41% | -5.57%+5.2pp | 650.59%-651.0pp | 7.63%-8.0pp |
| Employer contribution / active EE | $1,759 | $712+147.0% | $1,088+61.7% | $2,381-26.1% |
| Participant deferral / active EE | $944 | $1,263-25.3% | $1,874-49.7% | $3,470-72.8% |
| Admin fee / account holder | $1,363 | $2,759-50.6% | $3,082-55.8% | $4,888-72.1% |