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 | $32,090 | $97,757-67.2% | $83,848-61.7% | $135,375-76.3% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -8.25% | 1287.37%-1295.6pp | 850.88%-859.1pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,473 | $4,222-65.1% | $3,631-59.4% | $4,779-69.2% |
| Participant deferral / active EE | $2,026 | $4,682-56.7% | $4,082-50.4% | $5,609-63.9% |
| Admin fee / account holder | $8,126 | $6,674+21.8% | $5,478+48.3% | $10,827-24.9% |