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 | $62,478 | $95,862-34.8% | $79,550-21.5% | $134,475-53.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.16% | -2.69%-12.5pp | 0.16%-15.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $13,952 | $3,128+346.0% | $2,413+478.2% | $4,740+194.4% |
| Participant deferral / active EE | $11,063 | $4,693+135.7% | $3,985+177.6% | $6,400+72.9% |
| Admin fee / account holder | $14,071 | $9,126+54.2% | $6,832+106.0% | $11,426+23.2% |