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 | $38,595 | $97,757-60.5% | $83,848-54.0% | $135,375-71.5% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -5.29% | 1287.37%-1292.7pp | 850.88%-856.2pp | 519.73%-525.0pp |
| Employer contribution / active EE | $3,985 | $4,222-5.6% | $3,631+9.8% | $4,779-16.6% |
| Participant deferral / active EE | $6,549 | $4,682+39.9% | $4,082+60.5% | $5,609+16.8% |
| Admin fee / account holder | $7,566 | $6,674+13.4% | $5,478+38.1% | $10,827-30.1% |