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 | $34,439 | $97,757-64.8% | $83,848-58.9% | $135,375-74.6% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | -7.99% | 1287.37%-1295.4pp | 850.88%-858.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $2,389 | $4,222-43.4% | $3,631-34.2% | $4,779-50.0% |
| Participant deferral / active EE | $6,812 | $4,682+45.5% | $4,082+66.9% | $5,609+21.4% |
| Admin fee / account holder | $2,664 | $6,674-60.1% | $5,478-51.4% | $10,827-75.4% |