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 | $27,314 | $97,757-72.1% | $83,848-67.4% | $135,375-79.8% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -9.08% | 1287.37%-1296.5pp | 850.88%-860.0pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,096 | $4,222-50.4% | $3,631-42.3% | $4,779-56.1% |
| Participant deferral / active EE | $5,071 | $4,682+8.3% | $4,082+24.2% | $5,609-9.6% |
| Admin fee / account holder | $376 | $6,674-94.4% | $5,478-93.1% | $10,827-96.5% |