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 | $59,057 | $99,640-40.7% | $86,436-31.7% | $134,475-56.1% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.99% | 6782.58%-6802.6pp | 4394.89%-4414.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,261 | $4,400-48.6% | $3,769-40.0% | $4,740-52.3% |
| Participant deferral / active EE | $4,468 | $7,246-38.3% | $6,952-35.7% | $6,400-30.2% |
| Admin fee / account holder | $4,434 | $8,371-47.0% | $6,731-34.1% | $11,426-61.2% |