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 | $60,693 | $97,757-37.9% | $83,848-27.6% | $135,375-55.2% |
| Participation rate | 91.3% | 80.0%+11.4pp | 76.1%+15.2pp | 82.6%+8.7pp |
| Annual return | -4.70% | 1287.37%-1292.1pp | 850.88%-855.6pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,897 | $4,222-55.1% | $3,631-47.8% | $4,779-60.3% |
| Participant deferral / active EE | $4,576 | $4,682-2.3% | $4,082+12.1% | $5,609-18.4% |
| Admin fee / account holder | $326 | $6,674-95.1% | $5,478-94.1% | $10,827-97.0% |