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 | $64,897 | $97,757-33.6% | $83,848-22.6% | $135,375-52.1% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -8.49% | 1287.37%-1295.9pp | 850.88%-859.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,465 | $4,222-65.3% | $3,631-59.6% | $4,779-69.3% |
| Participant deferral / active EE | $4,924 | $4,682+5.2% | $4,082+20.6% | $5,609-12.2% |
| Admin fee / account holder | $2,222 | $6,674-66.7% | $5,478-59.4% | $10,827-79.5% |