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 5-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 | $44,377 | $118,849-62.7% | $96,562-54.0% | $167,490-73.5% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.8%+14.8pp | 82.1%+2.5pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,015 | $3,120-67.5% | $2,356-56.9% | $4,837-79.0% |
| Participant deferral / active EE | $2,583 | $4,616-44.0% | $3,849-32.9% | $6,341-59.3% |
| Admin fee / account holder | $829 | $8,065-89.7% | $6,181-86.6% | $12,309-93.3% |