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 | $51,930 | $82,664-37.2% | $125,339-58.6% | $68,494-24.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.30% | -5.97%-10.3pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $3,810 | $3,381+12.7% | $4,814-20.9% | $2,596+46.7% |
| Participant deferral / active EE | $2,707 | $6,110-55.7% | $7,446-63.7% | $4,027-32.8% |
| Admin fee / account holder | $1,970 | $6,275-68.6% | $10,010-80.3% | $5,403-63.5% |