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 | $29,167 | $97,757-70.2% | $83,848-65.2% | $135,375-78.5% |
| Participation rate | 91.3% | 80.0%+11.4pp | 76.1%+15.2pp | 82.6%+8.7pp |
| Annual return | -8.39% | 1287.37%-1295.8pp | 850.88%-859.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $3,311 | $4,222-21.6% | $3,631-8.8% | $4,779-30.7% |
| Participant deferral / active EE | $2,730 | $4,682-41.7% | $4,082-33.1% | $5,609-51.3% |
| Admin fee / account holder | $1,237 | $6,674-81.5% | $5,478-77.4% | $10,827-88.6% |