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 | $40,947 | $97,757-58.1% | $83,848-51.2% | $135,375-69.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -7.33% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,524 | $4,222-63.9% | $3,631-58.0% | $4,779-68.1% |
| Participant deferral / active EE | $3,622 | $4,682-22.6% | $4,082-11.3% | $5,609-35.4% |
| Admin fee / account holder | $5,521 | $6,674-17.3% | $5,478+0.8% | $10,827-49.0% |