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 | $84,297 | $82,664+2.0% | $125,339-32.7% | $68,494+23.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.79% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,546 | $3,381-24.7% | $4,814-47.1% | $2,596-1.9% |
| Participant deferral / active EE | $5,806 | $6,110-5.0% | $7,446-22.0% | $4,027+44.2% |
| Admin fee / account holder | $4,358 | $6,275-30.6% | $10,010-56.5% | $5,403-19.3% |