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 | $24,543 | $97,757-74.9% | $83,848-70.7% | $135,375-81.9% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -4.16% | 1287.37%-1291.5pp | 850.88%-855.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,721 | $4,222-59.2% | $3,631-52.6% | $4,779-64.0% |
| Participant deferral / active EE | $2,751 | $4,682-41.2% | $4,082-32.6% | $5,609-50.9% |
| Admin fee / account holder | $11,359 | $6,674+70.2% | $5,478+107.3% | $10,827+4.9% |