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 | $63,831 | $97,757-34.7% | $83,848-23.9% | $135,375-52.8% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -0.61% | 1287.37%-1288.0pp | 850.88%-851.5pp | 519.73%-520.3pp |
| Employer contribution / active EE | $1,394 | $4,222-67.0% | $3,631-61.6% | $4,779-70.8% |
| Participant deferral / active EE | $2,284 | $4,682-51.2% | $4,082-44.1% | $5,609-59.3% |
| Admin fee / account holder | $69,533 | $6,674+941.9% | $5,478+1169.3% | $10,827+542.2% |