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 | $48,284 | $82,664-41.6% | $125,339-61.5% | $68,494-29.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.88% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,325 | $3,381-1.7% | $4,814-30.9% | $2,596+28.1% |
| Participant deferral / active EE | $7,511 | $6,110+22.9% | $7,446+0.9% | $4,027+86.5% |
| Admin fee / account holder | $2,581 | $6,275-58.9% | $10,010-74.2% | $5,403-52.2% |