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 | $57,226 | $97,757-41.5% | $83,848-31.8% | $135,375-57.7% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -8.57% | 1287.37%-1295.9pp | 850.88%-859.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $17,364 | $4,222+311.3% | $3,631+378.3% | $4,779+263.4% |
| Participant deferral / active EE | $8,793 | $4,682+87.8% | $4,082+115.4% | $5,609+56.8% |
| Admin fee / account holder | $4,728 | $6,674-29.2% | $5,478-13.7% | $10,827-56.3% |