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 | $31,952 | $69,010-53.7% | $159,960-80.0% | $68,494-53.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -15.70% | -9.65%-6.1pp | 408.60%-424.3pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,982 | $2,213+34.7% | $4,226-29.4% | $2,596+14.8% |
| Participant deferral / active EE | $1,891 | $4,212-55.1% | $6,182-69.4% | $4,027-53.1% |
| Admin fee / account holder | $2,115 | $4,798-55.9% | $8,698-75.7% | $5,403-60.9% |