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 | $83,065 | $97,757-15.0% | $83,848-0.9% | $135,375-38.6% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | -8.05% | 1287.37%-1295.4pp | 850.88%-858.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,386 | $4,222-67.2% | $3,631-61.8% | $4,779-71.0% |
| Participant deferral / active EE | $4,614 | $4,682-1.5% | $4,082+13.0% | $5,609-17.7% |
| Admin fee / account holder | $868 | $6,674-87.0% | $5,478-84.2% | $10,827-92.0% |