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 | $51,217 | $82,664-38.0% | $125,339-59.1% | $68,494-25.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.12% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,305 | $3,381-2.3% | $4,814-31.3% | $2,596+27.3% |
| Participant deferral / active EE | $10,613 | $6,110+73.7% | $7,446+42.5% | $4,027+163.5% |
| Admin fee / account holder | $9,811 | $6,275+56.3% | $10,010-2.0% | $5,403+81.6% |