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 | $26,161 | $97,757-73.2% | $83,848-68.8% | $135,375-80.7% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | -6.16% | 1287.37%-1293.5pp | 850.88%-857.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $902 | $4,222-78.6% | $3,631-75.2% | $4,779-81.1% |
| Participant deferral / active EE | $2,953 | $4,682-36.9% | $4,082-27.7% | $5,609-47.4% |
| Admin fee / account holder | $2,547 | $6,674-61.8% | $5,478-53.5% | $10,827-76.5% |