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 | $38,580 | $82,664-53.3% | $125,339-69.2% | $68,494-43.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,653 | $3,381+8.0% | $4,814-24.1% | $2,596+40.7% |
| Participant deferral / active EE | $3,856 | $6,110-36.9% | $7,446-48.2% | $4,027-4.2% |
| Admin fee / account holder | $898 | $6,275-85.7% | $10,010-91.0% | $5,403-83.4% |