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 | $39,135 | $82,664-52.7% | $125,339-68.8% | $68,494-42.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.94% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,581 | $3,381+35.5% | $4,814-4.8% | $2,596+76.4% |
| Participant deferral / active EE | $7,730 | $6,110+26.5% | $7,446+3.8% | $4,027+91.9% |
| Admin fee / account holder | $5,676 | $6,275-9.6% | $10,010-43.3% | $5,403+5.1% |