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 | $37,170 | $99,640-62.7% | $86,436-57.0% | $134,475-72.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.50% | 6782.58%-6801.1pp | 4394.89%-4413.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,777 | $4,400-59.6% | $3,769-52.9% | $4,740-62.5% |
| Participant deferral / active EE | $4,879 | $7,246-32.7% | $6,952-29.8% | $6,400-23.8% |
| Admin fee / account holder | $302 | $8,371-96.4% | $6,731-95.5% | $11,426-97.4% |