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 | $75,746 | $97,757-22.5% | $83,848-9.7% | $135,375-44.0% |
| Participation rate | 81.3% | 80.0%+1.3pp | 76.1%+5.1pp | 82.6%-1.4pp |
| Annual return | -7.89% | 1287.37%-1295.3pp | 850.88%-858.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,361 | $4,222-67.8% | $3,631-62.5% | $4,779-71.5% |
| Participant deferral / active EE | $3,346 | $4,682-28.5% | $4,082-18.0% | $5,609-40.3% |
| Admin fee / account holder | $3,160 | $6,674-52.7% | $5,478-42.3% | $10,827-70.8% |