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 | $31,812 | $82,664-61.5% | $125,339-74.6% | $68,494-53.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.40% | -5.97%-10.4pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,464 | $3,381+32.0% | $4,814-7.3% | $2,596+71.9% |
| Participant deferral / active EE | $3,324 | $6,110-45.6% | $7,446-55.4% | $4,027-17.5% |
| Admin fee / account holder | $9,860 | $6,275+57.1% | $10,010-1.5% | $5,403+82.5% |