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 8-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 | $59,177 | $82,664-28.4% | $125,339-52.8% | $68,494-13.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.61% | -5.97%-11.6pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $5,959 | $3,381+76.2% | $4,814+23.8% | $2,596+129.5% |
| Participant deferral / active EE | $13,461 | $6,110+120.3% | $7,446+80.8% | $4,027+234.3% |
| Admin fee / account holder | $2,449 | $6,275-61.0% | $10,010-75.5% | $5,403-54.7% |