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 | $50,672 | $82,664-38.7% | $125,339-59.6% | $68,494-26.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.29% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,243 | $3,381-33.7% | $4,814-53.4% | $2,596-13.6% |
| Participant deferral / active EE | $4,137 | $6,110-32.3% | $7,446-44.4% | $4,027+2.7% |
| Admin fee / account holder | $40,675 | $6,275+548.2% | $10,010+306.4% | $5,403+652.9% |