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 | $62,180 | $82,664-24.8% | $125,339-50.4% | $68,494-9.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.15% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $5,439 | $3,381+60.9% | $4,814+13.0% | $2,596+109.5% |
| Participant deferral / active EE | $3,982 | $6,110-34.8% | $7,446-46.5% | $4,027-1.1% |
| Admin fee / account holder | $1,427 | $6,275-77.3% | $10,010-85.7% | $5,403-73.6% |