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 | $57,062 | $97,757-41.6% | $83,848-31.9% | $135,375-57.8% |
| Participation rate | 73.7% | 80.0%-6.3pp | 76.1%-2.5pp | 82.6%-9.0pp |
| Annual return | -5.57% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $11,703 | $4,222+177.2% | $3,631+222.3% | $4,779+144.9% |
| Participant deferral / active EE | $1,253 | $4,682-73.2% | $4,082-69.3% | $5,609-77.7% |
| Admin fee / account holder | $2,766 | $6,674-58.6% | $5,478-49.5% | $10,827-74.5% |