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 | $41,990 | $99,640-57.9% | $86,436-51.4% | $134,475-68.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -14.46% | 6782.58%-6797.0pp | 4394.89%-4409.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $7,337 | $4,400+66.7% | $3,769+94.7% | $4,740+54.8% |
| Participant deferral / active EE | $21,497 | $7,246+196.7% | $6,952+209.2% | $6,400+235.9% |
| Admin fee / account holder | $1,396 | $8,371-83.3% | $6,731-79.3% | $11,426-87.8% |