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 | $46,579 | $97,757-52.4% | $83,848-44.4% | $135,375-65.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -7.90% | 1287.37%-1295.3pp | 850.88%-858.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $4,840 | $4,222+14.7% | $3,631+33.3% | $4,779+1.3% |
| Participant deferral / active EE | $10,401 | $4,682+122.1% | $4,082+154.8% | $5,609+85.4% |
| Admin fee / account holder | $1,890 | $6,674-71.7% | $5,478-65.5% | $10,827-82.5% |