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 | $81,802 | $97,757-16.3% | $83,848-2.4% | $135,375-39.6% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -7.29% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,300 | $4,222-45.5% | $3,631-36.7% | $4,779-51.9% |
| Participant deferral / active EE | $4,515 | $4,682-3.6% | $4,082+10.6% | $5,609-19.5% |
| Admin fee / account holder | $3,404 | $6,674-49.0% | $5,478-37.9% | $10,827-68.6% |