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 | $77,404 | $97,757-20.8% | $83,848-7.7% | $135,375-42.8% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -5.80% | 1287.37%-1293.2pp | 850.88%-856.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $2,207 | $4,222-47.7% | $3,631-39.2% | $4,779-53.8% |
| Participant deferral / active EE | $6,171 | $4,682+31.8% | $4,082+51.2% | $5,609+10.0% |
| Admin fee / account holder | $14,800 | $6,674+121.8% | $5,478+170.2% | $10,827+36.7% |