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 | $60,082 | $97,757-38.5% | $83,848-28.3% | $135,375-55.6% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | -8.55% | 1287.37%-1295.9pp | 850.88%-859.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,848 | $4,222-56.2% | $3,631-49.1% | $4,779-61.3% |
| Participant deferral / active EE | $5,258 | $4,682+12.3% | $4,082+28.8% | $5,609-6.2% |
| Admin fee / account holder | $4,989 | $6,674-25.2% | $5,478-8.9% | $10,827-53.9% |