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 | $39,160 | $97,757-59.9% | $83,848-53.3% | $135,375-71.1% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -7.62% | 1287.37%-1295.0pp | 850.88%-858.5pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,508 | $4,222-64.3% | $3,631-58.5% | $4,779-68.5% |
| Participant deferral / active EE | $1,658 | $4,682-64.6% | $4,082-59.4% | $5,609-70.4% |
| Admin fee / account holder | $2,387 | $6,674-64.2% | $5,478-56.4% | $10,827-78.0% |