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 10-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 | $50,559 | $105,860-52.2% | $90,749-44.3% | $134,475-62.4% |
| Participation rate | 93.8% | 78.2%+15.5pp | 75.7%+18.1pp | 81.2%+12.5pp |
| Annual return | -14.55% | -11.01%-3.5pp | -12.16%-2.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,050 | $3,462-40.8% | $2,921-29.8% | $4,740-56.7% |
| Participant deferral / active EE | $6,855 | $5,216+31.4% | $4,564+50.2% | $6,400+7.1% |
| Admin fee / account holder | $2,265 | $13,938-83.8% | $8,445-73.2% | $11,426-80.2% |