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 | $38,312 | $97,757-60.8% | $83,848-54.3% | $135,375-71.7% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | -4.53% | 1287.37%-1291.9pp | 850.88%-855.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,920 | $4,222-54.5% | $3,631-47.1% | $4,779-59.8% |
| Participant deferral / active EE | $1,753 | $4,682-62.6% | $4,082-57.1% | $5,609-68.7% |
| Admin fee / account holder | $1,921 | $6,674-71.2% | $5,478-64.9% | $10,827-82.3% |