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 | $33,204 | $82,664-59.8% | $125,339-73.5% | $68,494-51.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.68% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $6,489 | $3,381+91.9% | $4,814+34.8% | $2,596+149.9% |
| Participant deferral / active EE | $4,672 | $6,110-23.5% | $7,446-37.3% | $4,027+16.0% |
| Admin fee / account holder | $1,711 | $6,275-72.7% | $10,010-82.9% | $5,403-68.3% |