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 | $55,392 | $97,757-43.3% | $83,848-33.9% | $135,375-59.1% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -7.17% | 1287.37%-1294.5pp | 850.88%-858.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,775 | $4,222-58.0% | $3,631-51.1% | $4,779-62.9% |
| Participant deferral / active EE | $5,259 | $4,682+12.3% | $4,082+28.8% | $5,609-6.2% |
| Admin fee / account holder | $552 | $6,674-91.7% | $5,478-89.9% | $10,827-94.9% |