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 | $50,893 | $42,894+18.6% | $60,874-16.4% | $68,494-25.7% |
| Participation rate | 97.1% | 66.8%+30.4pp | 73.1%+24.0pp | 67.9%+29.3pp |
| Annual return | -9.98% | -13.98%+4.0pp | 16.90%-26.9pp | -7.84%-2.1pp |
| Employer contribution / active EE | $2,638 | $1,978+33.4% | $2,701-2.3% | $2,596+1.6% |
| Participant deferral / active EE | $1,055 | $2,867-63.2% | $3,817-72.4% | $4,027-73.8% |
| Admin fee / account holder | $6,907 | $3,101+122.7% | $3,224+114.2% | $5,403+27.8% |