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 | $56,373 | $97,757-42.3% | $83,848-32.8% | $135,375-58.4% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -8.74% | 1287.37%-1296.1pp | 850.88%-859.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,372 | $4,222-67.5% | $3,631-62.2% | $4,779-71.3% |
| Participant deferral / active EE | $4,595 | $4,682-1.9% | $4,082+12.6% | $5,609-18.1% |
| Admin fee / account holder | $300 | $6,674-95.5% | $5,478-94.5% | $10,827-97.2% |