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 | $45,552 | $99,640-54.3% | $86,436-47.3% | $134,475-66.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -12.52% | 6782.58%-6795.1pp | 4394.89%-4407.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,325 | $4,400-69.9% | $3,769-64.8% | $4,740-72.0% |
| Participant deferral / active EE | $4,492 | $7,246-38.0% | $6,952-35.4% | $6,400-29.8% |
| Admin fee / account holder | $85,091 | $8,371+916.4% | $6,731+1164.2% | $11,426+644.7% |