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 | $75,958 | $82,664-8.1% | $125,339-39.4% | $68,494+10.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.89% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,555 | $3,381-24.4% | $4,814-46.9% | $2,596-1.6% |
| Participant deferral / active EE | $4,119 | $6,110-32.6% | $7,446-44.7% | $4,027+2.3% |
| Admin fee / account holder | $11,727 | $6,275+86.9% | $10,010+17.2% | $5,403+117.1% |