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 | $55,364 | $82,664-33.0% | $125,339-55.8% | $68,494-19.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.64% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $9,602 | $3,381+184.0% | $4,814+99.5% | $2,596+269.8% |
| Participant deferral / active EE | $6,401 | $6,110+4.8% | $7,446-14.0% | $4,027+58.9% |
| Admin fee / account holder | $2,601 | $6,275-58.6% | $10,010-74.0% | $5,403-51.9% |