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 | $72,317 | $82,664-12.5% | $125,339-42.3% | $68,494+5.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.48% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,930 | $3,381+16.2% | $4,814-18.4% | $2,596+51.4% |
| Participant deferral / active EE | $7,459 | $6,110+22.1% | $7,446+0.2% | $4,027+85.2% |
| Admin fee / account holder | $4,703 | $6,275-25.1% | $10,010-53.0% | $5,403-13.0% |