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 | $85,796 | $67,331+27.4% | $60,874+40.9% | $134,475-36.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.1%-1.7pp | 81.2%-9.8pp |
| Annual return | -17.80% | 49.93%-67.7pp | 16.90%-34.7pp | 417.96%-435.8pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,648 | $4,538+24.5% | $3,817+48.0% | $6,400-11.7% |
| Admin fee / account holder | $743 | $4,582-83.8% | $3,224-76.9% | $11,426-93.5% |