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 | $64,694 | $97,757-33.8% | $83,848-22.8% | $135,375-52.2% |
| Participation rate | 86.4% | 80.0%+6.4pp | 76.1%+10.2pp | 82.6%+3.7pp |
| Annual return | -5.03% | 1287.37%-1292.4pp | 850.88%-855.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $6,332 | $4,222+50.0% | $3,631+74.4% | $4,779+32.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18,478 | $6,674+176.9% | $5,478+237.3% | $10,827+70.7% |