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 | $56,204 | $97,757-42.5% | $83,848-33.0% | $135,375-58.5% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -9.54% | 1287.37%-1296.9pp | 850.88%-860.4pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,506 | $4,222-40.6% | $3,631-31.0% | $4,779-47.6% |
| Participant deferral / active EE | $5,119 | $4,682+9.3% | $4,082+25.4% | $5,609-8.7% |
| Admin fee / account holder | $2,995 | $6,674-55.1% | $5,478-45.3% | $10,827-72.3% |