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 | $18,249 | $97,757-81.3% | $83,848-78.2% | $135,375-86.5% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -3.45% | 1287.37%-1290.8pp | 850.88%-854.3pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,801 | $4,222-57.3% | $3,631-50.4% | $4,779-62.3% |
| Participant deferral / active EE | $5,247 | $4,682+12.1% | $4,082+28.5% | $5,609-6.5% |
| Admin fee / account holder | $312 | $6,674-95.3% | $5,478-94.3% | $10,827-97.1% |