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 | $48,373 | $97,757-50.5% | $83,848-42.3% | $135,375-64.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -7.09% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,644 | $4,222-37.4% | $3,631-27.2% | $4,779-44.7% |
| Participant deferral / active EE | $4,356 | $4,682-7.0% | $4,082+6.7% | $5,609-22.3% |
| Admin fee / account holder | $2,683 | $6,674-59.8% | $5,478-51.0% | $10,827-75.2% |