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 | $60,787 | $82,664-26.5% | $125,339-51.5% | $68,494-11.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.21% | -5.97%-10.2pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,112 | $3,381-8.0% | $4,814-35.4% | $2,596+19.8% |
| Participant deferral / active EE | $9,287 | $6,110+52.0% | $7,446+24.7% | $4,027+130.6% |
| Admin fee / account holder | $5,581 | $6,275-11.1% | $10,010-44.2% | $5,403+3.3% |