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 | $63,804 | $104,106-38.7% | $71,086-10.2% | $135,375-52.9% |
| Participation rate | 85.7% | 65.7%+20.1pp | 54.7%+31.1pp | 82.6%+3.1pp |
| Annual return | -5.59% | 1256.30%-1261.9pp | 650.59%-656.2pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,079 | $1,485-27.4% | $1,088-0.8% | $4,779-77.4% |
| Participant deferral / active EE | $4,973 | $2,527+96.8% | $1,874+165.3% | $5,609-11.3% |
| Admin fee / account holder | $20,776 | $4,142+401.6% | $3,082+574.0% | $10,827+91.9% |