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 | $69,856 | $82,664-15.5% | $125,339-44.3% | $68,494+2.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.38% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,136 | $3,381-7.2% | $4,814-34.8% | $2,596+20.8% |
| Participant deferral / active EE | $4,469 | $6,110-26.9% | $7,446-40.0% | $4,027+11.0% |
| Admin fee / account holder | $491 | $6,275-92.2% | $10,010-95.1% | $5,403-90.9% |