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 | $59,140 | $69,010-14.3% | $159,960-63.0% | $68,494-13.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -18.83% | -9.65%-9.2pp | 408.60%-427.4pp | -7.84%-11.0pp |
| Employer contribution / active EE | $10,023 | $2,213+352.9% | $4,226+137.2% | $2,596+286.1% |
| Participant deferral / active EE | $9,306 | $4,212+120.9% | $6,182+50.5% | $4,027+131.1% |
| Admin fee / account holder | $10,317 | $4,798+115.0% | $8,698+18.6% | $5,403+91.0% |