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 | $43,016 | $49,177-12.5% | $79,464-45.9% | $64,186-33.0% |
| Participation rate | 94.0% | 65.0%+29.0pp | 73.3%+20.7pp | 69.6%+24.5pp |
| Annual return | -2.66% | -1.16%-1.5pp | 718.14%-720.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,973 | $2,076+43.2% | $2,800+6.2% | $2,381+24.9% |
| Participant deferral / active EE | $5,349 | $2,821+89.6% | $3,704+44.4% | $3,470+54.2% |
| Admin fee / account holder | $20,314 | $3,839+429.2% | $5,113+297.3% | $4,888+315.6% |