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 | $37,696 | $82,664-54.4% | $125,339-69.9% | $68,494-45.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.76% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,117 | $3,381-67.0% | $4,814-76.8% | $2,596-57.0% |
| Participant deferral / active EE | $4,846 | $6,110-20.7% | $7,446-34.9% | $4,027+20.3% |
| Admin fee / account holder | $6,329 | $6,275+0.9% | $10,010-36.8% | $5,403+17.1% |