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 | $77,059 | $82,664-6.8% | $125,339-38.5% | $68,494+12.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.29% | -5.97%-4.3pp | 572.05%-582.3pp | -7.84%-2.5pp |
| Employer contribution / active EE | $2,265 | $3,381-33.0% | $4,814-52.9% | $2,596-12.7% |
| Participant deferral / active EE | $11,209 | $6,110+83.4% | $7,446+50.5% | $4,027+178.3% |
| Admin fee / account holder | $3,592 | $6,275-42.8% | $10,010-64.1% | $5,403-33.5% |