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 | $48,181 | $82,664-41.7% | $125,339-61.6% | $68,494-29.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.67% | -5.97%-12.7pp | 572.05%-590.7pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,620 | $3,381-52.1% | $4,814-66.4% | $2,596-37.6% |
| Participant deferral / active EE | $4,353 | $6,110-28.8% | $7,446-41.5% | $4,027+8.1% |
| Admin fee / account holder | $4,303 | $6,275-31.4% | $10,010-57.0% | $5,403-20.4% |