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 | $63,992 | $82,664-22.6% | $125,339-48.9% | $68,494-6.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.86% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,425 | $3,381+1.3% | $4,814-28.9% | $2,596+31.9% |
| Participant deferral / active EE | $5,207 | $6,110-14.8% | $7,446-30.1% | $4,027+29.3% |
| Admin fee / account holder | $3,835 | $6,275-38.9% | $10,010-61.7% | $5,403-29.0% |