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 | $33,074 | $97,757-66.2% | $83,848-60.6% | $135,375-75.6% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -4.62% | 1287.37%-1292.0pp | 850.88%-855.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,953 | $4,222-53.7% | $3,631-46.2% | $4,779-59.1% |
| Participant deferral / active EE | $6,743 | $4,682+44.0% | $4,082+65.2% | $5,609+20.2% |
| Admin fee / account holder | $307 | $6,674-95.4% | $5,478-94.4% | $10,827-97.2% |