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 | $65,085 | $82,664-21.3% | $125,339-48.1% | $68,494-5.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.48% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $5,760 | $3,381+70.3% | $4,814+19.7% | $2,596+121.8% |
| Participant deferral / active EE | $9,329 | $6,110+52.7% | $7,446+25.3% | $4,027+131.6% |
| Admin fee / account holder | $7,774 | $6,275+23.9% | $10,010-22.3% | $5,403+43.9% |