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 | $65,625 | $97,757-32.9% | $83,848-21.7% | $135,375-51.5% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -7.14% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $3,137 | $4,222-25.7% | $3,631-13.6% | $4,779-34.4% |
| Participant deferral / active EE | $6,132 | $4,682+31.0% | $4,082+50.2% | $5,609+9.3% |
| Admin fee / account holder | $10,132 | $6,674+51.8% | $5,478+85.0% | $10,827-6.4% |