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 | $48,752 | $97,757-50.1% | $83,848-41.9% | $135,375-64.0% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -5.68% | 1287.37%-1293.1pp | 850.88%-856.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,196 | $4,222-71.7% | $3,631-67.0% | $4,779-75.0% |
| Participant deferral / active EE | $1,534 | $4,682-67.2% | $4,082-62.4% | $5,609-72.7% |
| Admin fee / account holder | $7,906 | $6,674+18.5% | $5,478+44.3% | $10,827-27.0% |