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 | $71,608 | $97,757-26.7% | $83,848-14.6% | $135,375-47.1% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | -4.40% | 1287.37%-1291.8pp | 850.88%-855.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,467 | $4,222-65.3% | $3,631-59.6% | $4,779-69.3% |
| Participant deferral / active EE | $4,341 | $4,682-7.3% | $4,082+6.3% | $5,609-22.6% |
| Admin fee / account holder | $755 | $6,674-88.7% | $5,478-86.2% | $10,827-93.0% |