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 | $56,589 | $82,664-31.5% | $125,339-54.9% | $68,494-17.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.37% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,795 | $3,381-46.9% | $4,814-62.7% | $2,596-30.9% |
| Participant deferral / active EE | $3,482 | $6,110-43.0% | $7,446-53.2% | $4,027-13.5% |
| Admin fee / account holder | $15,306 | $6,275+143.9% | $10,010+52.9% | $5,403+183.3% |