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 | $73,443 | $97,757-24.9% | $83,848-12.4% | $135,375-45.7% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -8.07% | 1287.37%-1295.4pp | 850.88%-858.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,346 | $4,222-44.4% | $3,631-35.4% | $4,779-50.9% |
| Participant deferral / active EE | $5,511 | $4,682+17.7% | $4,082+35.0% | $5,609-1.7% |
| Admin fee / account holder | $621 | $6,674-90.7% | $5,478-88.7% | $10,827-94.3% |