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 | $55,809 | $97,757-42.9% | $83,848-33.4% | $135,375-58.8% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | -7.86% | 1287.37%-1295.2pp | 850.88%-858.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $3,437 | $4,222-18.6% | $3,631-5.3% | $4,779-28.1% |
| Participant deferral / active EE | $5,813 | $4,682+24.2% | $4,082+42.4% | $5,609+3.6% |
| Admin fee / account holder | $495 | $6,674-92.6% | $5,478-91.0% | $10,827-95.4% |