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 | $30,402 | $97,757-68.9% | $83,848-63.7% | $135,375-77.5% |
| Participation rate | 94.7% | 80.0%+14.8pp | 76.1%+18.6pp | 82.6%+12.1pp |
| Annual return | -5.88% | 1287.37%-1293.2pp | 850.88%-856.8pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,470 | $4,222-65.2% | $3,631-59.5% | $4,779-69.2% |
| Participant deferral / active EE | $1,948 | $4,682-58.4% | $4,082-52.3% | $5,609-65.3% |
| Admin fee / account holder | $2,517 | $6,674-62.3% | $5,478-54.1% | $10,827-76.8% |