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 | $43,064 | $82,664-47.9% | $125,339-65.6% | $68,494-37.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.84% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,687 | $3,381-50.1% | $4,814-65.0% | $2,596-35.0% |
| Participant deferral / active EE | $6,870 | $6,110+12.4% | $7,446-7.7% | $4,027+70.6% |
| Admin fee / account holder | $12,464 | $6,275+98.6% | $10,010+24.5% | $5,403+130.7% |