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 | $62,477 | $99,640-37.3% | $86,436-27.7% | $134,475-53.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.68% | 6782.58%-6798.3pp | 4394.89%-4410.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $17,399 | $4,400+295.4% | $3,769+361.7% | $4,740+267.1% |
| Participant deferral / active EE | $10,391 | $7,246+43.4% | $6,952+49.5% | $6,400+62.4% |
| Admin fee / account holder | $79,268 | $8,371+846.9% | $6,731+1077.6% | $11,426+593.8% |