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 | $56,335 | $97,757-42.4% | $83,848-32.8% | $135,375-58.4% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | -4.92% | 1287.37%-1292.3pp | 850.88%-855.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $4,451 | $4,222+5.4% | $3,631+22.6% | $4,779-6.9% |
| Participant deferral / active EE | $7,084 | $4,682+51.3% | $4,082+73.6% | $5,609+26.3% |
| Admin fee / account holder | $1,643 | $6,674-75.4% | $5,478-70.0% | $10,827-84.8% |