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 | $80,215 | $82,664-3.0% | $125,339-36.0% | $68,494+17.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.92% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,786 | $3,381-47.2% | $4,814-62.9% | $2,596-31.2% |
| Participant deferral / active EE | $4,965 | $6,110-18.7% | $7,446-33.3% | $4,027+23.3% |
| Admin fee / account holder | $3,117 | $6,275-50.3% | $10,010-68.9% | $5,403-42.3% |