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 8-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 | $79,415 | $97,757-18.8% | $83,848-5.3% | $135,375-41.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -5.58% | 1287.37%-1293.0pp | 850.88%-856.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $781 | $4,222-81.5% | $3,631-78.5% | $4,779-83.7% |
| Participant deferral / active EE | $8,900 | $4,682+90.1% | $4,082+118.0% | $5,609+58.7% |
| Admin fee / account holder | $17,071 | $6,674+155.8% | $5,478+211.6% | $10,827+57.7% |