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 | $78,918 | $97,757-19.3% | $83,848-5.9% | $135,375-41.7% |
| Participation rate | 81.3% | 80.0%+1.3pp | 76.1%+5.1pp | 82.6%-1.4pp |
| Annual return | -4.75% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,711 | $4,222-35.8% | $3,631-25.3% | $4,779-43.3% |
| Participant deferral / active EE | $5,428 | $4,682+15.9% | $4,082+33.0% | $5,609-3.2% |
| Admin fee / account holder | $1,208 | $6,674-81.9% | $5,478-77.9% | $10,827-88.8% |