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 | $46,474 | $176,377-73.7% | $134,143-65.4% | $158,922-70.8% |
| Participation rate | 82.4% | 78.7%+3.6pp | 72.2%+10.2pp | 82.0%+0.4pp |
| Annual return | 8.42% | 63.63%-55.2pp | 36.33%-27.9pp | 302.83%-294.4pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $11,100 | $4,091+171.3% | $3,499+217.2% | $5,982+85.5% |
| Admin fee / account holder | $25,760 | $8,718+195.5% | $6,684+285.4% | $11,246+129.1% |