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 | $40,647 | $82,664-50.8% | $125,339-67.6% | $68,494-40.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.78% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,507 | $3,381+3.7% | $4,814-27.2% | $2,596+35.1% |
| Participant deferral / active EE | $6,206 | $6,110+1.6% | $7,446-16.7% | $4,027+54.1% |
| Admin fee / account holder | $14,103 | $6,275+124.7% | $10,010+40.9% | $5,403+161.0% |