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 | $63,985 | $97,757-34.5% | $83,848-23.7% | $135,375-52.7% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -7.07% | 1287.37%-1294.4pp | 850.88%-857.9pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,510 | $4,222-64.2% | $3,631-58.4% | $4,779-68.4% |
| Participant deferral / active EE | $4,367 | $4,682-6.7% | $4,082+7.0% | $5,609-22.1% |
| Admin fee / account holder | $2,341 | $6,674-64.9% | $5,478-57.3% | $10,827-78.4% |