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 | $41,801 | $82,664-49.4% | $125,339-66.6% | $68,494-39.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.79% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $5,539 | $3,381+63.8% | $4,814+15.1% | $2,596+113.3% |
| Participant deferral / active EE | $4,832 | $6,110-20.9% | $7,446-35.1% | $4,027+20.0% |
| Admin fee / account holder | $6,388 | $6,275+1.8% | $10,010-36.2% | $5,403+18.2% |