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 | $21,938 | $97,757-77.6% | $83,848-73.8% | $135,375-83.8% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | -5.87% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,667 | $4,222-60.5% | $3,631-54.1% | $4,779-65.1% |
| Participant deferral / active EE | $5,834 | $4,682+24.6% | $4,082+42.9% | $5,609+4.0% |
| Admin fee / account holder | $6,741 | $6,674+1.0% | $5,478+23.1% | $10,827-37.7% |