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 | $80,130 | $97,757-18.0% | $83,848-4.4% | $135,375-40.8% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | -9.17% | 1287.37%-1296.5pp | 850.88%-860.0pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,866 | $4,222-55.8% | $3,631-48.6% | $4,779-61.0% |
| Participant deferral / active EE | $2,200 | $4,682-53.0% | $4,082-46.1% | $5,609-60.8% |
| Admin fee / account holder | $12,767 | $6,674+91.3% | $5,478+133.0% | $10,827+17.9% |