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 | $57,050 | $69,010-17.3% | $159,960-64.3% | $68,494-16.7% |
| Participation rate | 90.6% | 65.4%+25.2pp | 78.0%+12.7pp | 67.9%+22.7pp |
| Annual return | -10.21% | -9.65%-0.6pp | 408.60%-418.8pp | -7.84%-2.4pp |
| Employer contribution / active EE | $527 | $2,213-76.2% | $4,226-87.5% | $2,596-79.7% |
| Participant deferral / active EE | $5,083 | $4,212+20.7% | $6,182-17.8% | $4,027+26.2% |
| Admin fee / account holder | $27,077 | $4,798+464.3% | $8,698+211.3% | $5,403+401.2% |