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 | $17,424 | $97,757-82.2% | $83,848-79.2% | $135,375-87.1% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -6.56% | 1287.37%-1293.9pp | 850.88%-857.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,259 | $4,222-22.8% | $3,631-10.2% | $4,779-31.8% |
| Participant deferral / active EE | $4,748 | $4,682+1.4% | $4,082+16.3% | $5,609-15.3% |
| Admin fee / account holder | $1,716 | $6,674-74.3% | $5,478-68.7% | $10,827-84.2% |