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 7-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 | $46,443 | $82,664-43.8% | $125,339-62.9% | $68,494-32.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.98% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,004 | $3,381+18.4% | $4,814-16.8% | $2,596+54.2% |
| Participant deferral / active EE | $9,559 | $6,110+56.4% | $7,446+28.4% | $4,027+137.4% |
| Admin fee / account holder | $1,684 | $6,275-73.2% | $10,010-83.2% | $5,403-68.8% |