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 | $32,598 | $97,757-66.7% | $83,848-61.1% | $135,375-75.9% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -7.01% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,719 | $4,222-35.6% | $3,631-25.1% | $4,779-43.1% |
| Participant deferral / active EE | $4,023 | $4,682-14.1% | $4,082-1.4% | $5,609-28.3% |
| Admin fee / account holder | $2,020 | $6,674-69.7% | $5,478-63.1% | $10,827-81.3% |