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 6-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 | $64,627 | $96,128-32.8% | $136,007-52.5% | $80,856-20.1% |
| Participation rate | 70.6% | 71.2%-0.7pp | 76.5%-5.9pp | 67.6%+3.0pp |
| Annual return | 15.97% | 28.71%-12.7pp | 579.32%-563.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $4,217-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,984 | $5,709+57.4% | $7,025+27.9% | $4,296+109.1% |
| Admin fee / account holder | $1,718 | $8,236-79.1% | $6,858-74.9% | $6,918-75.2% |