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 8-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 | $51,723 | $95,862-46.0% | $79,550-35.0% | $134,475-61.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 69.5%+22.8pp | 81.2%+11.1pp |
| Annual return | -13.11% | -2.69%-10.4pp | 0.16%-13.3pp | 417.96%-431.1pp |
| Employer contribution / active EE | $6,249 | $3,128+99.8% | $2,413+159.0% | $4,740+31.8% |
| Participant deferral / active EE | $4,157 | $4,693-11.4% | $3,985+4.3% | $6,400-35.0% |
| Admin fee / account holder | $28,962 | $9,126+217.4% | $6,832+323.9% | $11,426+153.5% |