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 | $68,365 | $97,757-30.1% | $83,848-18.5% | $135,375-49.5% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -6.20% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $2,609 | $4,222-38.2% | $3,631-28.2% | $4,779-45.4% |
| Participant deferral / active EE | $2,641 | $4,682-43.6% | $4,082-35.3% | $5,609-52.9% |
| Admin fee / account holder | $305 | $6,674-95.4% | $5,478-94.4% | $10,827-97.2% |