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 | $43,884 | $82,664-46.9% | $125,339-65.0% | $68,494-35.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.26% | -5.97%-2.3pp | 572.05%-580.3pp | -7.84%-0.4pp |
| Employer contribution / active EE | $2,339 | $3,381-30.8% | $4,814-51.4% | $2,596-9.9% |
| Participant deferral / active EE | $2,811 | $6,110-54.0% | $7,446-62.2% | $4,027-30.2% |
| Admin fee / account holder | $7,105 | $6,275+13.2% | $10,010-29.0% | $5,403+31.5% |