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 | $67,116 | $95,971-30.1% | $74,550-10.0% | $135,375-50.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.04% | 56.96%-62.0pp | 32.53%-37.6pp | 519.73%-524.8pp |
| Employer contribution / active EE | $513 | $2,716-81.1% | $1,961-73.9% | $4,779-89.3% |
| Participant deferral / active EE | $2,772 | $3,843-27.9% | $3,108-10.8% | $5,609-50.6% |
| Admin fee / account holder | $4,692 | $6,522-28.1% | $5,060-7.3% | $10,827-56.7% |