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 | $49,765 | $91,538-45.6% | $129,995-61.7% | $75,163-33.8% |
| Participation rate | 89.1% | 71.4%+17.7pp | 78.5%+10.6pp | 67.2%+21.9pp |
| Annual return | 50.74% | -631.11%+681.9pp | -137.18%+187.9pp | 160.62%-109.9pp |
| Employer contribution / active EE | $2,339 | $2,845-17.8% | $4,320-45.8% | $2,670-12.4% |
| Participant deferral / active EE | $5,322 | $4,341+22.6% | $5,820-8.6% | $4,125+29.0% |
| Admin fee / account holder | $21,556 | $6,790+217.5% | $10,614+103.1% | $5,651+281.5% |