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 9-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 | $59,328 | $97,757-39.3% | $83,848-29.2% | $135,375-56.2% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -5.00% | 1287.37%-1292.4pp | 850.88%-855.9pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,306 | $4,222-45.4% | $3,631-36.5% | $4,779-51.7% |
| Participant deferral / active EE | $8,564 | $4,682+82.9% | $4,082+109.8% | $5,609+52.7% |
| Admin fee / account holder | $12,904 | $6,674+93.4% | $5,478+135.6% | $10,827+19.2% |