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 | $74,621 | $82,664-9.7% | $125,339-40.5% | $68,494+8.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.19% | -5.97%-10.2pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $5,873 | $3,381+73.7% | $4,814+22.0% | $2,596+126.2% |
| Participant deferral / active EE | $6,971 | $6,110+14.1% | $7,446-6.4% | $4,027+73.1% |
| Admin fee / account holder | $2,623 | $6,275-58.2% | $10,010-73.8% | $5,403-51.4% |