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 | $19,942 | $82,664-75.9% | $125,339-84.1% | $68,494-70.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -7.56% | -5.97%-1.6pp | 572.05%-579.6pp | -7.84%+0.3pp |
| Employer contribution / active EE | $2,198 | $3,381-35.0% | $4,814-54.3% | $2,596-15.4% |
| Participant deferral / active EE | $3,057 | $6,110-50.0% | $7,446-59.0% | $4,027-24.1% |
| Admin fee / account holder | $4,389 | $6,275-30.1% | $10,010-56.2% | $5,403-18.8% |