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 | $59,536 | $97,757-39.1% | $83,848-29.0% | $135,375-56.0% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -6.40% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,729 | $4,222-35.4% | $3,631-24.8% | $4,779-42.9% |
| Participant deferral / active EE | $4,496 | $4,682-4.0% | $4,082+10.2% | $5,609-19.8% |
| Admin fee / account holder | $3,450 | $6,674-48.3% | $5,478-37.0% | $10,827-68.1% |