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 | $83,883 | $82,664+1.5% | $125,339-33.1% | $68,494+22.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.15% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $5,261 | $3,381+55.6% | $4,814+9.3% | $2,596+102.6% |
| Participant deferral / active EE | $12,431 | $6,110+103.4% | $7,446+66.9% | $4,027+208.7% |
| Admin fee / account holder | $4,429 | $6,275-29.4% | $10,010-55.8% | $5,403-18.0% |