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 | $31,441 | $97,757-67.8% | $83,848-62.5% | $135,375-76.8% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -5.42% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,599 | $4,222-38.4% | $3,631-28.4% | $4,779-45.6% |
| Participant deferral / active EE | $5,403 | $4,682+15.4% | $4,082+32.4% | $5,609-3.7% |
| Admin fee / account holder | $9,788 | $6,674+46.7% | $5,478+78.7% | $10,827-9.6% |