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 | $38,784 | $57,354-32.4% | $83,848-53.7% | $64,186-39.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.06% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,719 | $2,545+46.1% | $3,631+2.4% | $2,381+56.2% |
| Participant deferral / active EE | $3,784 | $2,993+26.4% | $4,082-7.3% | $3,470+9.1% |
| Admin fee / account holder | $1,961 | $4,046-51.5% | $5,478-64.2% | $4,888-59.9% |