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 | $37,183 | $69,010-46.1% | $159,960-76.8% | $68,494-45.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -17.34% | -9.65%-7.7pp | 408.60%-425.9pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,821 | $2,213-17.7% | $4,226-56.9% | $2,596-29.9% |
| Participant deferral / active EE | $2,373 | $4,212-43.7% | $6,182-61.6% | $4,027-41.1% |
| Admin fee / account holder | $1,545 | $4,798-67.8% | $8,698-82.2% | $5,403-71.4% |