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 | $45,174 | $138,044-67.3% | $125,339-64.0% | $134,475-66.4% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -16.50% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,225 | $5,243-76.6% | $4,814-74.5% | $4,740-74.1% |
| Participant deferral / active EE | $4,916 | $7,799-37.0% | $7,446-34.0% | $6,400-23.2% |
| Admin fee / account holder | $39,547 | $11,571+241.8% | $10,010+295.1% | $11,426+246.1% |