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 7-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 | $39,442 | $82,664-52.3% | $125,339-68.5% | $68,494-42.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.85% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,648 | $3,381+37.5% | $4,814-3.4% | $2,596+79.0% |
| Participant deferral / active EE | $5,154 | $6,110-15.6% | $7,446-30.8% | $4,027+28.0% |
| Admin fee / account holder | $2,566 | $6,275-59.1% | $10,010-74.4% | $5,403-52.5% |