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 | $42,933 | $97,757-56.1% | $83,848-48.8% | $135,375-68.3% |
| Participation rate | 90.5% | 80.0%+10.5pp | 76.1%+14.3pp | 82.6%+7.8pp |
| Annual return | -9.14% | 1287.37%-1296.5pp | 850.88%-860.0pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,202 | $4,222-47.8% | $3,631-39.3% | $4,779-53.9% |
| Participant deferral / active EE | $4,058 | $4,682-13.3% | $4,082-0.6% | $5,609-27.7% |
| Admin fee / account holder | $2,434 | $6,674-63.5% | $5,478-55.6% | $10,827-77.5% |