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 | $54,007 | $135,635-60.2% | $110,238-51.0% | $135,375-60.1% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.8%+15.4pp | 82.6%+12.6pp |
| Annual return | -6.00% | 513.19%-519.2pp | 314.74%-320.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,245 | $4,906-54.2% | $3,826-41.3% | $4,779-53.0% |
| Participant deferral / active EE | $3,744 | $5,506-32.0% | $4,672-19.9% | $5,609-33.3% |
| Admin fee / account holder | $410 | $11,457-96.4% | $8,547-95.2% | $10,827-96.2% |