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 | $25,012 | $82,664-69.7% | $125,339-80.0% | $68,494-63.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.42% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,802 | $3,381-46.7% | $4,814-62.6% | $2,596-30.6% |
| Participant deferral / active EE | $4,147 | $6,110-32.1% | $7,446-44.3% | $4,027+3.0% |
| Admin fee / account holder | $1,321 | $6,275-78.9% | $10,010-86.8% | $5,403-75.5% |