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 | $74,174 | $82,664-10.3% | $125,339-40.8% | $68,494+8.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.40% | -5.97%-11.4pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $6,292 | $3,381+86.1% | $4,814+30.7% | $2,596+142.3% |
| Participant deferral / active EE | $2,884 | $6,110-52.8% | $7,446-61.3% | $4,027-28.4% |
| Admin fee / account holder | $852 | $6,275-86.4% | $10,010-91.5% | $5,403-84.2% |