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 | $71,014 | $97,757-27.4% | $83,848-15.3% | $135,375-47.5% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -8.63% | 1287.37%-1296.0pp | 850.88%-859.5pp | 519.73%-528.4pp |
| Employer contribution / active EE | $2,380 | $4,222-43.6% | $3,631-34.5% | $4,779-50.2% |
| Participant deferral / active EE | $6,833 | $4,682+45.9% | $4,082+67.4% | $5,609+21.8% |
| Admin fee / account holder | $3,542 | $6,674-46.9% | $5,478-35.3% | $10,827-67.3% |