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 | $25,433 | $97,757-74.0% | $83,848-69.7% | $135,375-81.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -5.98% | 1287.37%-1293.3pp | 850.88%-856.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $896 | $4,222-78.8% | $3,631-75.3% | $4,779-81.2% |
| Participant deferral / active EE | $1,815 | $4,682-61.2% | $4,082-55.5% | $5,609-67.6% |
| Admin fee / account holder | $562 | $6,674-91.6% | $5,478-89.7% | $10,827-94.8% |