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 | $55,086 | $97,757-43.7% | $83,848-34.3% | $135,375-59.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -9.55% | 1287.37%-1296.9pp | 850.88%-860.4pp | 519.73%-529.3pp |
| Employer contribution / active EE | $14,150 | $4,222+235.2% | $3,631+289.7% | $4,779+196.1% |
| Participant deferral / active EE | $2,363 | $4,682-49.5% | $4,082-42.1% | $5,609-57.9% |
| Admin fee / account holder | $894 | $6,674-86.6% | $5,478-83.7% | $10,827-91.7% |