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 | $46,560 | $25,979+79.2% | $71,735-35.1% | $68,494-32.0% |
| Participation rate | 100.0% | 54.5%+45.5pp | 62.3%+37.7pp | 67.9%+32.1pp |
| Annual return | -9.02% | -15.10%+6.1pp | 9.14%-18.2pp | -7.84%-1.2pp |
| Employer contribution / active EE | $2,470 | $900+174.3% | $1,704+45.0% | $2,596-4.9% |
| Participant deferral / active EE | $2,014 | $1,522+32.3% | $2,658-24.2% | $4,027-50.0% |
| Admin fee / account holder | $15,602 | $2,022+671.7% | $3,974+292.6% | $5,403+188.8% |