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 | $69,091 | $97,757-29.3% | $83,848-17.6% | $135,375-49.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -4.47% | 1287.37%-1291.8pp | 850.88%-855.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,113 | $4,222-73.6% | $3,631-69.3% | $4,779-76.7% |
| Participant deferral / active EE | $1,259 | $4,682-73.1% | $4,082-69.2% | $5,609-77.6% |
| Admin fee / account holder | $28,986 | $6,674+334.3% | $5,478+429.1% | $10,827+167.7% |