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 | $38,828 | $97,757-60.3% | $83,848-53.7% | $135,375-71.3% |
| Participation rate | 73.9% | 80.0%-6.0pp | 76.1%-2.2pp | 82.6%-8.7pp |
| Annual return | -7.32% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,278 | $4,222-69.7% | $3,631-64.8% | $4,779-73.3% |
| Participant deferral / active EE | $2,845 | $4,682-39.2% | $4,082-30.3% | $5,609-49.3% |
| Admin fee / account holder | $585 | $6,674-91.2% | $5,478-89.3% | $10,827-94.6% |