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 | $58,022 | $97,757-40.6% | $83,848-30.8% | $135,375-57.1% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -8.49% | 1287.37%-1295.9pp | 850.88%-859.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,003 | $4,222-52.6% | $3,631-44.8% | $4,779-58.1% |
| Participant deferral / active EE | $6,814 | $4,682+45.5% | $4,082+66.9% | $5,609+21.5% |
| Admin fee / account holder | $3,893 | $6,674-41.7% | $5,478-28.9% | $10,827-64.0% |