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 | $76,447 | $82,664-7.5% | $125,339-39.0% | $68,494+11.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.08% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,378 | $3,381-29.7% | $4,814-50.6% | $2,596-8.4% |
| Participant deferral / active EE | $6,873 | $6,110+12.5% | $7,446-7.7% | $4,027+70.7% |
| Admin fee / account holder | $16,129 | $6,275+157.0% | $10,010+61.1% | $5,403+198.5% |