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 | $27,293 | $97,757-72.1% | $83,848-67.4% | $135,375-79.8% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -7.56% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,131 | $4,222-49.5% | $3,631-41.3% | $4,779-55.4% |
| Participant deferral / active EE | $3,220 | $4,682-31.2% | $4,082-21.1% | $5,609-42.6% |
| Admin fee / account holder | $9,751 | $6,674+46.1% | $5,478+78.0% | $10,827-9.9% |