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 | $47,500 | $82,664-42.5% | $125,339-62.1% | $68,494-30.7% |
| Participation rate | 94.3% | 75.0%+19.2pp | 82.4%+11.9pp | 67.9%+26.4pp |
| Annual return | -12.89% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,989 | $3,381-41.2% | $4,814-58.7% | $2,596-23.4% |
| Participant deferral / active EE | $4,243 | $6,110-30.6% | $7,446-43.0% | $4,027+5.4% |
| Admin fee / account holder | $739 | $6,275-88.2% | $10,010-92.6% | $5,403-86.3% |