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 | $42,425 | $82,664-48.7% | $125,339-66.2% | $68,494-38.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.42% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $5,214 | $3,381+54.2% | $4,814+8.3% | $2,596+100.8% |
| Participant deferral / active EE | $3,139 | $6,110-48.6% | $7,446-57.9% | $4,027-22.1% |
| Admin fee / account holder | $4,354 | $6,275-30.6% | $10,010-56.5% | $5,403-19.4% |