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 | $67,988 | $97,757-30.5% | $83,848-18.9% | $135,375-49.8% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -7.50% | 1287.37%-1294.9pp | 850.88%-858.4pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,849 | $4,222-32.5% | $3,631-21.5% | $4,779-40.4% |
| Participant deferral / active EE | $5,495 | $4,682+17.4% | $4,082+34.6% | $5,609-2.0% |
| Admin fee / account holder | $14,490 | $6,674+117.1% | $5,478+164.5% | $10,827+33.8% |