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 | $28,816 | $97,757-70.5% | $83,848-65.6% | $135,375-78.7% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -5.55% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,415 | $4,222-66.5% | $3,631-61.0% | $4,779-70.4% |
| Participant deferral / active EE | $3,779 | $4,682-19.3% | $4,082-7.4% | $5,609-32.6% |
| Admin fee / account holder | $3,502 | $6,674-47.5% | $5,478-36.1% | $10,827-67.7% |