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 | $63,032 | $97,757-35.5% | $83,848-24.8% | $135,375-53.4% |
| Participation rate | 95.7% | 80.0%+15.7pp | 76.1%+19.5pp | 82.6%+13.0pp |
| Annual return | -4.59% | 1287.37%-1292.0pp | 850.88%-855.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $2,330 | $4,222-44.8% | $3,631-35.8% | $4,779-51.2% |
| Participant deferral / active EE | $5,005 | $4,682+6.9% | $4,082+22.6% | $5,609-10.8% |
| Admin fee / account holder | $10,373 | $6,674+55.4% | $5,478+89.4% | $10,827-4.2% |