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 | $51,497 | $97,757-47.3% | $83,848-38.6% | $135,375-62.0% |
| Participation rate | 77.3% | 80.0%-2.7pp | 76.1%+1.1pp | 82.6%-5.4pp |
| Annual return | -9.21% | 1287.37%-1296.6pp | 850.88%-860.1pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,092 | $4,222-26.8% | $3,631-14.8% | $4,779-35.3% |
| Participant deferral / active EE | $5,492 | $4,682+17.3% | $4,082+34.6% | $5,609-2.1% |
| Admin fee / account holder | $1,171 | $6,674-82.5% | $5,478-78.6% | $10,827-89.2% |