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 | $46,313 | $97,757-52.6% | $83,848-44.8% | $135,375-65.8% |
| Participation rate | 93.8% | 80.0%+13.8pp | 76.1%+17.6pp | 82.6%+11.1pp |
| Annual return | -3.96% | 1287.37%-1291.3pp | 850.88%-854.8pp | 519.73%-523.7pp |
| Employer contribution / active EE | $2,371 | $4,222-43.8% | $3,631-34.7% | $4,779-50.4% |
| Participant deferral / active EE | $3,911 | $4,682-16.5% | $4,082-4.2% | $5,609-30.3% |
| Admin fee / account holder | $1,386 | $6,674-79.2% | $5,478-74.7% | $10,827-87.2% |