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 | $38,207 | $84,402-54.7% | $61,373-37.7% | $134,475-71.6% |
| Participation rate | 81.3% | 62.2%+19.0pp | 52.6%+28.7pp | 81.2%0pp |
| Annual return | -11.51% | 584.55%-596.1pp | 338.61%-350.1pp | 417.96%-429.5pp |
| Employer contribution / active EE | $2,180 | $1,544+41.1% | $1,159+88.0% | $4,740-54.0% |
| Participant deferral / active EE | $4,726 | $2,819+67.6% | $2,125+122.4% | $6,400-26.2% |
| Admin fee / account holder | $7,700 | $2,585+197.8% | $2,130+261.5% | $11,426-32.6% |