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 | $54,586 | $82,664-34.0% | $125,339-56.4% | $68,494-20.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.50% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $6,961 | $3,381+105.9% | $4,814+44.6% | $2,596+168.1% |
| Participant deferral / active EE | $4,061 | $6,110-33.5% | $7,446-45.5% | $4,027+0.8% |
| Admin fee / account holder | $11,579 | $6,275+84.5% | $10,010+15.7% | $5,403+114.3% |