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 7-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 | $47,689 | $82,664-42.3% | $125,339-62.0% | $68,494-30.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.72% | -5.97%-11.7pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,986 | $3,381-41.2% | $4,814-58.7% | $2,596-23.5% |
| Participant deferral / active EE | $6,760 | $6,110+10.6% | $7,446-9.2% | $4,027+67.9% |
| Admin fee / account holder | $12,432 | $6,275+98.1% | $10,010+24.2% | $5,403+130.1% |