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 | $59,824 | $42,894+39.5% | $60,874-1.7% | $68,494-12.7% |
| Participation rate | 96.8% | 66.8%+30.0pp | 73.1%+23.7pp | 67.9%+28.9pp |
| Annual return | -8.62% | -13.98%+5.4pp | 16.90%-25.5pp | -7.84%-0.8pp |
| Employer contribution / active EE | $7,374 | $1,978+272.8% | $2,701+173.0% | $2,596+184.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,900 | $3,101+25.8% | $3,224+21.0% | $5,403-27.8% |