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 | $51,465 | $81,900-37.2% | $119,609-57.0% | $68,494-24.9% |
| Participation rate | 94.1% | 71.9%+22.2pp | 79.3%+14.9pp | 67.9%+26.2pp |
| Annual return | -7.23% | -23.82%+16.6pp | -14.97%+7.7pp | -7.84%+0.6pp |
| Employer contribution / active EE | $10,931 | $2,693+305.9% | $4,232+158.3% | $2,596+321.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,413 | $6,582-17.8% | $10,323-47.6% | $5,403+0.2% |