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 | $59,438 | $97,757-39.2% | $83,848-29.1% | $135,375-56.1% |
| Participation rate | 95.2% | 80.0%+15.3pp | 76.1%+19.1pp | 82.6%+12.6pp |
| Annual return | -6.46% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $4,480 | $4,222+6.1% | $3,631+23.4% | $4,779-6.3% |
| Participant deferral / active EE | $3,711 | $4,682-20.8% | $4,082-9.1% | $5,609-33.8% |
| Admin fee / account holder | $2,598 | $6,674-61.1% | $5,478-52.6% | $10,827-76.0% |