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 | $131,375 | $97,757+34.4% | $83,848+56.7% | $135,375-3.0% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -1.49% | 1287.37%-1288.9pp | 850.88%-852.4pp | 519.73%-521.2pp |
| Employer contribution / active EE | $1,768 | $4,222-58.1% | $3,631-51.3% | $4,779-63.0% |
| Participant deferral / active EE | $5,634 | $4,682+20.3% | $4,082+38.0% | $5,609+0.5% |
| Admin fee / account holder | $42,361 | $6,674+534.7% | $5,478+673.3% | $10,827+291.3% |