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 | $62,852 | $99,640-36.9% | $86,436-27.3% | $134,475-53.3% |
| Participation rate | 86.7% | 82.0%+4.6pp | 80.3%+6.3pp | 81.2%+5.4pp |
| Annual return | -14.00% | 6782.58%-6796.6pp | 4394.89%-4408.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,930 | $4,400-56.1% | $3,769-48.8% | $4,740-59.3% |
| Participant deferral / active EE | $4,104 | $7,246-43.4% | $6,952-41.0% | $6,400-35.9% |
| Admin fee / account holder | $4,010 | $8,371-52.1% | $6,731-40.4% | $11,426-64.9% |