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 5-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 | $54,914 | $42,894+28.0% | $60,874-9.8% | $68,494-19.8% |
| Participation rate | 97.4% | 66.8%+30.6pp | 73.1%+24.3pp | 67.9%+29.5pp |
| Annual return | -10.40% | -13.98%+3.6pp | 16.90%-27.3pp | -7.84%-2.6pp |
| Employer contribution / active EE | $8,198 | $1,978+314.4% | $2,701+203.5% | $2,596+215.7% |
| Participant deferral / active EE | $3,268 | $2,867+14.0% | $3,817-14.4% | $4,027-18.9% |
| Admin fee / account holder | $10,712 | $3,101+245.5% | $3,224+232.2% | $5,403+98.3% |