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 | $61,894 | $97,757-36.7% | $83,848-26.2% | $135,375-54.3% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -6.68% | 1287.37%-1294.0pp | 850.88%-857.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $3,610 | $4,222-14.5% | $3,631-0.6% | $4,779-24.5% |
| Participant deferral / active EE | $9,326 | $4,682+99.2% | $4,082+128.5% | $5,609+66.3% |
| Admin fee / account holder | $5,490 | $6,674-17.7% | $5,478+0.2% | $10,827-49.3% |