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 | $51,859 | $42,894+20.9% | $60,874-14.8% | $68,494-24.3% |
| Participation rate | 96.9% | 66.8%+30.1pp | 73.1%+23.8pp | 67.9%+29.0pp |
| Annual return | -15.99% | -13.98%-2.0pp | 16.90%-32.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,481 | $1,978+76.0% | $2,701+28.9% | $2,596+34.1% |
| Participant deferral / active EE | $3,912 | $2,867+36.4% | $3,817+2.5% | $4,027-2.9% |
| Admin fee / account holder | $11,661 | $3,101+276.1% | $3,224+261.7% | $5,403+115.8% |