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 | $44,190 | $69,010-36.0% | $159,960-72.4% | $68,494-35.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -17.53% | -9.65%-7.9pp | 408.60%-426.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,805 | $2,213-18.5% | $4,226-57.3% | $2,596-30.5% |
| Participant deferral / active EE | $5,028 | $4,212+19.4% | $6,182-18.7% | $4,027+24.9% |
| Admin fee / account holder | $1,455 | $4,798-69.7% | $8,698-83.3% | $5,403-73.1% |