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 | $38,510 | $52,519-26.7% | $155,790-75.3% | $59,632-35.4% |
| Participation rate | 91.8% | 61.7%+30.1pp | 76.1%+15.7pp | 68.7%+23.1pp |
| Annual return | -1.00% | 53.51%-54.5pp | 71.54%-72.5pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $5,084 | $1,589+219.9% | $3,836+32.5% | $2,203+130.8% |
| Participant deferral / active EE | $2,052 | $3,084-33.5% | $4,797-57.2% | $3,192-35.7% |
| Admin fee / account holder | $2,557 | $3,540-27.8% | $7,478-65.8% | $4,297-40.5% |