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 | $82,268 | $27,641+197.6% | $61,373+34.0% | $68,494+20.1% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -11.61% | -13.24%+1.6pp | 338.61%-350.2pp | -7.84%-3.8pp |
| Employer contribution / active EE | $2,727 | $695+292.1% | $1,159+135.2% | $2,596+5.0% |
| Participant deferral / active EE | $3,245 | $1,263+156.9% | $2,125+52.7% | $4,027-19.4% |
| Admin fee / account holder | $1,902 | $2,010-5.4% | $2,130-10.7% | $5,403-64.8% |