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 | $52,366 | $62,586-16.3% | $76,768-31.8% | $64,186-18.4% |
| Participation rate | 96.8% | 72.8%+24.0pp | 77.0%+19.8pp | 69.6%+27.2pp |
| Annual return | -5.09% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,608 | $1,832+96.9% | $2,485+45.2% | $2,381+51.5% |
| Participant deferral / active EE | $4,622 | $3,145+47.0% | $3,852+20.0% | $3,470+33.2% |
| Admin fee / account holder | $12,374 | $4,667+165.2% | $6,675+85.4% | $4,888+153.2% |