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 | $49,040 | $97,757-49.8% | $83,848-41.5% | $135,375-63.8% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | -6.55% | 1287.37%-1293.9pp | 850.88%-857.4pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,509 | $4,222-40.6% | $3,631-30.9% | $4,779-47.5% |
| Participant deferral / active EE | $6,992 | $4,682+49.3% | $4,082+71.3% | $5,609+24.7% |
| Admin fee / account holder | $8,166 | $6,674+22.4% | $5,478+49.1% | $10,827-24.6% |