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 | $83,310 | $97,757-14.8% | $83,848-0.6% | $135,375-38.5% |
| Participation rate | 81.0% | 80.0%+1.0pp | 76.1%+4.8pp | 82.6%-1.7pp |
| Annual return | -8.08% | 1287.37%-1295.4pp | 850.88%-859.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,734 | $4,222-58.9% | $3,631-52.2% | $4,779-63.7% |
| Participant deferral / active EE | $5,059 | $4,682+8.0% | $4,082+23.9% | $5,609-9.8% |
| Admin fee / account holder | $632 | $6,674-90.5% | $5,478-88.5% | $10,827-94.2% |