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 | $67,731 | $97,757-30.7% | $83,848-19.2% | $135,375-50.0% |
| Participation rate | 95.7% | 80.0%+15.7pp | 76.1%+19.5pp | 82.6%+13.0pp |
| Annual return | -6.18% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,906 | $4,222-54.8% | $3,631-47.5% | $4,779-60.1% |
| Participant deferral / active EE | $4,040 | $4,682-13.7% | $4,082-1.0% | $5,609-28.0% |
| Admin fee / account holder | $7,584 | $6,674+13.6% | $5,478+38.4% | $10,827-30.0% |