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 | $68,405 | $82,664-17.2% | $125,339-45.4% | $68,494-0.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.29% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,202 | $3,381-5.3% | $4,814-33.5% | $2,596+23.3% |
| Participant deferral / active EE | $6,803 | $6,110+11.3% | $7,446-8.6% | $4,027+68.9% |
| Admin fee / account holder | $10,861 | $6,275+73.1% | $10,010+8.5% | $5,403+101.0% |