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 | $25,822 | $82,664-68.8% | $125,339-79.4% | $68,494-62.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.45% | -5.97%-6.5pp | 572.05%-584.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $3,221 | $3,381-4.7% | $4,814-33.1% | $2,596+24.1% |
| Participant deferral / active EE | $6,560 | $6,110+7.4% | $7,446-11.9% | $4,027+62.9% |
| Admin fee / account holder | $4,798 | $6,275-23.5% | $10,010-52.1% | $5,403-11.2% |