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 | $59,707 | $82,664-27.8% | $125,339-52.4% | $68,494-12.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -7.94% | -5.97%-2.0pp | 572.05%-580.0pp | -7.84%-0.1pp |
| Employer contribution / active EE | $4,521 | $3,381+33.7% | $4,814-6.1% | $2,596+74.1% |
| Participant deferral / active EE | $4,760 | $6,110-22.1% | $7,446-36.1% | $4,027+18.2% |
| Admin fee / account holder | $13,569 | $6,275+116.2% | $10,010+35.6% | $5,403+151.1% |