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 | $62,522 | $97,757-36.0% | $83,848-25.4% | $135,375-53.8% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -9.62% | 1287.37%-1297.0pp | 850.88%-860.5pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,782 | $4,222-57.8% | $3,631-50.9% | $4,779-62.7% |
| Participant deferral / active EE | $5,808 | $4,682+24.0% | $4,082+42.3% | $5,609+3.6% |
| Admin fee / account holder | $2,392 | $6,674-64.2% | $5,478-56.3% | $10,827-77.9% |