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 | $37,505 | $97,757-61.6% | $83,848-55.3% | $135,375-72.3% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -4.80% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $714 | $4,222-83.1% | $3,631-80.3% | $4,779-85.1% |
| Participant deferral / active EE | $2,688 | $4,682-42.6% | $4,082-34.1% | $5,609-52.1% |
| Admin fee / account holder | $305 | $6,674-95.4% | $5,478-94.4% | $10,827-97.2% |